Sowell Financial Services’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-180	Closed	-$7K	–	1740
2021 Q1	$7K	Buy	+180	New	+$7.14K	﹤0.01%	2467
2020 Q2	–	Hold	0	–	–	–	2583
2020 Q1	–	Sell	-87	Closed	-$2.62K	–	2581
2019 Q4	$3K	Sell	87 -123	-59%	-$3.75K	﹤0.01%	2071
2019 Q3	$6K	Buy	+210	New	+$6.26K	﹤0.01%	1695

Other funds holding LEGR

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

First Trust Advisors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return