TRUE Private Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-2,168	Closed	-$81K	–	493
2020 Q4	$81K	Hold	2,168	–	–	0.01%	300
2020 Q3	$67K	Hold	2,168	–	–	0.01%	295
2020 Q2	$63K	Sell	2,168 -699	-24%	-$19.3K	0.01%	297
2020 Q1	$71K	Hold	2,867	–	–	0.02%	251
2019 Q4	$91K	Buy	+2,867	New	+$87.5K	0.01%	304
2019 Q3	–	Sell	-2,867	Closed	-$86K	–	507
2019 Q2	$86K	Buy	+2,867	New	+$85.1K	0.01%	283
2018 Q4	–	Sell	-2,867	Closed	-$87K	–	627
2018 Q3	$87K	Buy	+2,867	New	+$85.5K	0.01%	384

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

SWA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

TRUE Private Wealth Advisors's LEGR Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2021, closing a stake of 2,168 shares — an estimated $81K sold.

TRUE Private Wealth Advisors first reported a position in LEGR in Q3 2018 and held it in 7 quarters. The position peaked at $91K in Q4 2019. 47 funds tracked by Wall St. Rank hold LEGR as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,168 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2021, an estimated $81K.
TRUE Private Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $91K in Q4 2019.
47 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.