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

SeaCrest 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
2022 Q3	–	Sell	-4,884	Closed	-$165K	–	1106
2022 Q2	$165K	Buy	+4,884	New	+$180K	0.02%	672
2022 Q1	–	Sell	-4,884	Closed	-$212K	–	742
2021 Q4	$212K	Buy	+4,884	New	+$212K	0.02%	628

Other funds holding LEGR

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

SeaCrest Wealth Management's LEGR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2022, closing a stake of 4,884 shares — an estimated $165K sold.

SeaCrest Wealth Management first reported a position in LEGR in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 63 funds tracked by Wall St. Rank hold LEGR as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 4,884 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2022, an estimated $165K.
SeaCrest Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and held it in 2 quarters.
SeaCrest Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $212K in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.