Tyler-Stone Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-1,175	Closed	-$51K	–	663
2024 Q2	$51K	Hold	1,175	–	–	0.02%	362
2024 Q1	$50.5K	Hold	1,175	–	–	0.02%	362
2023 Q4	$48.1K	Hold	1,175	–	–	0.02%	362
2023 Q3	$43K	Hold	1,175	–	–	0.02%	360
2023 Q2	$45K	Buy	+1,175	New	+$44.1K	0.03%	356
2022 Q4	$40K	Hold	1,175	–	–	0.03%	349
2022 Q3	$36K	Hold	1,175	–	–	0.03%	342
2022 Q2	$40K	Hold	1,175	–	–	0.03%	350
2022 Q1	$47K	Hold	1,175	–	–	0.03%	348
2021 Q4	$51K	Buy	+1,175	New	+$51.1K	0.03%	355

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

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

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

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

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

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

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

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

Tyler-Stone Wealth Management's LEGR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2024, closing a stake of 1,175 shares — an estimated $51K sold.

Tyler-Stone Wealth Management first reported a position in LEGR in Q4 2021 and held it in 10 quarters. The position peaked at $51K in Q2 2024. 55 funds tracked by Wall St. Rank hold LEGR as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,175 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2024, an estimated $51K.
Tyler-Stone Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $51K in Q2 2024.
55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.