Westside Investment Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Westside Investment 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
2021 Q3	–	Sell	-125	Closed	-$5	–	755
2021 Q2	$5	Hold	125	–	–	﹤0.01%	644
2021 Q1	$5	Buy	+125	New	+$4.96K	﹤0.01%	627

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

SWA

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

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

Westside Investment Management's LEGR Position: Q3 2021 in Review

Westside Investment Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2021, closing a stake of 125 shares — an estimated $5 sold.

Westside Investment Management first reported a position in LEGR in Q1 2021 and held it in 2 quarters. The position peaked at $5 in Q2 2021. 56 funds tracked by Wall St. Rank hold LEGR as of Q3 2021.

Westside Investment Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2021 after selling out during the quarter.
Westside Investment Management sold 125 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2021, an estimated $5.
Westside Investment Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2021 and held it in 2 quarters.
Westside Investment Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5 in Q2 2021.
56 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2021.

Based on Westside Investment Management's 13F filing for Q3 2021, filed 27 Oct 2021.