Stratos Wealth Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-7,657	Closed	-$323K	–	1281
2021 Q3	$323K	Buy	7,657 +127	+2%	+$5.43K	0.01%	928
2021 Q2	$318K	Buy	+7,530	New	+$315K	0.01%	947
2018 Q4	–	Sell	-983	Closed	-$30K	–	1752
2018 Q3	$30K	Buy	+983	New	+$29.3K	﹤0.01%	1687
2018 Q2	–	Sell	-915	Closed	-$27K	–	1873
2018 Q1	$27K	Buy	+915	New	+$26.9K	﹤0.01%	1889

Other funds holding LEGR

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

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

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

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

RJFSA

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

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

SWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's LEGR Position: Q4 2021 in Review

Stratos Wealth Partners sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2021, closing a stake of 7,657 shares — an estimated $323K sold.

Stratos Wealth Partners first reported a position in LEGR in Q1 2018 and held it in 4 quarters. The position peaked at $323K in Q3 2021. 67 funds tracked by Wall St. Rank hold LEGR as of Q4 2021.

Stratos Wealth Partners reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 7,657 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2021, an estimated $323K.
Stratos Wealth Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and held it in 4 quarters.
Stratos Wealth Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $323K in Q3 2021.
67 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.