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Samalin Investment Counsel’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Samalin Investment Counsel’s Portfolio LEGR Stock Details LEGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-103
Closed -$3K – 359
2019
Q4 		$3K Buy
+103
New +$3.14K ﹤0.01% 496

Other funds holding LEGR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Samalin Investment Counsel's LEGR Position: Q1 2020 in Review

Samalin Investment Counsel sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2020, closing a stake of 103 shares — an estimated $3K sold.

Samalin Investment Counsel first reported a position in LEGR in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 27 funds tracked by Wall St. Rank hold LEGR as of Q1 2020.

  • Samalin Investment Counsel reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 103 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2020, an estimated $3K.
  • Samalin Investment Counsel first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's First Trust Indxx Innovative Transaction & Process ETF position peaked at $3K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.