Valley Wealth Managers’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-9	Closed	-$387	–	392
2024 Q1	$387	Hold	9	–	–	﹤0.01%	294
2023 Q4	$368	Hold	9	–	–	﹤0.01%	312
2023 Q3	$332	Hold	9	–	–	﹤0.01%	345
2023 Q2	$346	Hold	9	–	–	﹤0.01%	318
2023 Q1	$336	Hold	9	–	–	﹤0.01%	335
2022 Q4	$308	Hold	9	–	–	﹤0.01%	346
2022 Q3	$0	Hold	9	–	–	﹤0.01%	465
2022 Q2	$0	Buy	+9	New	+$331	﹤0.01%	436

Other funds holding LEGR

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

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

AOG

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Valley Wealth Managers's LEGR Position: Q2 2024 in Review

Valley Wealth Managers sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2024, closing a stake of 9 shares — an estimated $387 sold.

Valley Wealth Managers first reported a position in LEGR in Q2 2022 and held it in 8 quarters. The position peaked at $387 in Q1 2024. 59 funds tracked by Wall St. Rank hold LEGR as of Q2 2024.

Valley Wealth Managers reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 9 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2024, an estimated $387.
Valley Wealth Managers first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2022 and held it in 8 quarters.
Valley Wealth Managers's First Trust Indxx Innovative Transaction & Process ETF position peaked at $387 in Q1 2024.
59 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.