Sanctuary Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Sanctuary Wealth Management’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
2024 Q1	–	Sell	-226	Closed	-$9.25K	–	289
2023 Q4	$9.25K	Hold	226	–	–	0.01%	152
2023 Q3	$8.34K	Hold	226	–	–	0.01%	145
2023 Q2	$8.69K	Buy	+226	New	+$8.49K	0.01%	147
2022 Q4	$7.74K	Buy	+226	New	+$7.53K	0.01%	140

Other funds holding LEGR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sanctuary Wealth Management's LEGR Position: Q1 2024 in Review

Sanctuary Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2024, closing a stake of 226 shares — an estimated $9.25K sold.

Sanctuary Wealth Management first reported a position in LEGR in Q4 2022 and held it in 4 quarters. The position peaked at $9.25K in Q4 2023. 57 funds tracked by Wall St. Rank hold LEGR as of Q1 2024.

Sanctuary Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2024 after selling out during the quarter.
Sanctuary Wealth Management sold 226 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2024, an estimated $9.25K.
Sanctuary Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2022 and held it in 4 quarters.
Sanctuary Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $9.25K in Q4 2023.
57 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2024.

Based on Sanctuary Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.