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

Truist Financial’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
2023 Q4	–	Sell	-6,196	Closed	-$229K	–	2684
2023 Q3	$229K	Sell	6,196 -281	-4%	-$10.8K	﹤0.01%	2393
2023 Q2	$249K	Buy	6,477 +3	+0%	+$113	﹤0.01%	2344
2023 Q1	$242K	Sell	6,474 -465	-7%	-$17.1K	﹤0.01%	2334
2022 Q4	$238K	Sell	6,939 -8,741	-56%	-$291K	﹤0.01%	2341
2022 Q3	$475K	Sell	15,680 -2,992	-16%	-$102K	﹤0.01%	1846
2022 Q2	$632K	Sell	18,672 -142	-0.8%	-$5.22K	﹤0.01%	1766
2022 Q1	$758K	Hold	18,814	–	–	﹤0.01%	1769
2021 Q4	$817K	Buy	18,814 +10,088	+116%	+$439K	﹤0.01%	1747
2021 Q3	$368K	Sell	8,726 -32	-0.4%	-$1.37K	﹤0.01%	2204
2021 Q2	$369K	Sell	8,758 -1,090	-11%	-$45.6K	﹤0.01%	2253
2021 Q1	$396K	Buy	+9,848	New	+$391K	﹤0.01%	2121

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

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

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

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

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

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truist Financial's LEGR Position: Q4 2023 in Review

Truist Financial sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2023, closing a stake of 6,196 shares — an estimated $229K sold.

Truist Financial first reported a position in LEGR in Q1 2021 and held it in 11 quarters. The position peaked at $817K in Q4 2021. 64 funds tracked by Wall St. Rank hold LEGR as of Q4 2023.

Truist Financial reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2023 after selling out during the quarter.
Truist Financial sold 6,196 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2023, an estimated $229K.
Truist Financial first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 11 quarters.
Truist Financial's First Trust Indxx Innovative Transaction & Process ETF position peaked at $817K in Q4 2021.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.