Wealthcare Advisory Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Wealthcare Advisory 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
2020 Q1	–	Sell	-140	Closed	-$4K	–	1548
2019 Q4	$4K	Sell	140 -1,000	-88%	-$30.5K	﹤0.01%	1157
2019 Q3	$33K	Hold	1,140	–	–	﹤0.01%	626
2019 Q2	$34K	Buy	1,140 +1,000	+714%	+$29.7K	0.01%	595
2019 Q1	$4K	Sell	140 -1,620	-92%	-$45.4K	﹤0.01%	1004
2018 Q4	$45K	Sell	1,760 -500	-22%	-$13.7K	0.01%	448
2018 Q3	$69K	Sell	2,260 -1,250	-36%	-$37.3K	0.01%	404
2018 Q2	$101K	Hold	3,510	–	–	0.02%	325
2018 Q1	$102K	Buy	+3,510	New	+$103K	0.02%	271

Other funds holding LEGR

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

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

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

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

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

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

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Advisory Partners's LEGR Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2020, closing a stake of 140 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in LEGR in Q1 2018 and held it in 8 quarters. The position peaked at $102K in Q1 2018. 27 funds tracked by Wall St. Rank hold LEGR as of Q1 2020.

Wealthcare Advisory Partners reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 140 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2020, an estimated $4K.
Wealthcare Advisory Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $102K in Q1 2018.
27 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.