Stonebridge Financial Planning Group’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-2,475	Closed	-$105K	–	254
2021 Q4	$105K	Buy	2,475 +350	+16%	+$15.2K	0.06%	157
2021 Q3	$95K	Hold	2,125	–	–	0.05%	171
2021 Q2	$90K	Hold	2,125	–	–	0.05%	172
2021 Q1	$87K	Buy	+2,125	New	+$84.3K	0.05%	173

Other funds holding LEGR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 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

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

SWA

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stonebridge Financial Planning Group's LEGR Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2022, closing a stake of 2,475 shares — an estimated $105K sold.

Stonebridge Financial Planning Group first reported a position in LEGR in Q1 2021 and held it in 4 quarters. The position peaked at $105K in Q4 2021. 71 funds tracked by Wall St. Rank hold LEGR as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,475 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2022, an estimated $105K.
Stonebridge Financial Planning Group first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 4 quarters.
Stonebridge Financial Planning Group's First Trust Indxx Innovative Transaction & Process ETF position peaked at $105K in Q4 2021.
71 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.