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Seaview Investment Managers’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Seaview Investment Managers’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
2023
Q4 		– Sell
-30,954
Closed -$1.14M – 101
2023
Q3 		$1.14M Buy
30,954
+46
+0.1% +$1.76K 0.38% 50
2023
Q2 		$1.19M Buy
+30,908
New +$1.16M 0.39% 50

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Seaview Investment Managers's LEGR Position: Q4 2023 in Review

Seaview Investment Managers sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2023, closing a stake of 30,954 shares — an estimated $1.14M sold.

Seaview Investment Managers first reported a position in LEGR in Q2 2023 and held it in 2 quarters. The position peaked at $1.19M in Q2 2023. 64 funds tracked by Wall St. Rank hold LEGR as of Q4 2023.

  • Seaview Investment Managers reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2023 after selling out during the quarter.
  • Seaview Investment Managers sold 30,954 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2023, an estimated $1.14M.
  • Seaview Investment Managers first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2023 and held it in 2 quarters.
  • Seaview Investment Managers's First Trust Indxx Innovative Transaction & Process ETF position peaked at $1.19M in Q2 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2023.

Based on Seaview Investment Managers's 13F filing for Q4 2023, filed 6 Feb 2024.