YorkBridge Wealth Partners’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-75	Closed	-$2K	–	445
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	707
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	705
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	688
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	711
2018 Q2	$2K	Buy	+75	New	+$2.2K	﹤0.01%	787

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

RJFSA

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

YorkBridge Wealth Partners's LEGR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q3 2019, closing a stake of 75 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in LEGR in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 31 funds tracked by Wall St. Rank hold LEGR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 75 First Trust Indxx Innovative Transaction & Process ETF shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's First Trust Indxx Innovative Transaction & Process ETF position peaked at $2K in Q2 2019.
31 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.