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	–	1739
2021 Q1	$7K	Buy	+180	New	+$7.14K	﹤0.01%	2467
2020 Q1	–	Sell	-87	Closed	-$2.62K	–	2576
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's LEGR Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2021, closing a stake of 180 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in LEGR in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 51 funds tracked by Wall St. Rank hold LEGR as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 180 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2021, an estimated $7K.
Sowell Financial Services first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2019 and held it in 3 quarters.
Sowell Financial Services's First Trust Indxx Innovative Transaction & Process ETF position peaked at $7K in Q1 2021.
51 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.