LEGR — FIRST TR EXCHANGE-TRADED FD

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (LEGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 306 +40 +15.0% 0.00% $17K $55.97
2023 Q4 ADDED 266 +25 +10.4% 0.00% $11K $39.12
2023 Q1 UNCHANGED 241 — 0% 0.00% $9K $34.84
2022 Q4 ADDED 241 +148 +159.1% 0.00% $8K $31.86
2021 Q2 UNCHANGED 93 — 0% 0.00% $4K $37.77
2020 Q4 UNCHANGED 93 — 0% 0.00% $3K $33.36
2020 Q3 REDUCED 93 -182 -66.2% 0.00% $3K $27.78
2020 Q1 INITIATED 275 — — 0.00% $7K $21.94
% of Fund (quarterly)    LEGR price (monthly, adj. close)

Other funds also holding LEGR

As of 2025 Q4 — sorted by position size

FLAGSTAR ADVISORS INC 3Y 0.24% WealthCare Investment Partners, LLC 3Y 0.19% KINGSWOOD WEALTH ADVISORS, LLC 0.18% FLOW TRADERS U.S. LLC 3Y 7Y 0.1% Vertex Planning Partners, LLC 3Y 0.05% FLPUTNAM INVESTMENT MANAGEMENT CO 3Y 7Y 0.02% BENJAMIN EDWARDS INC 3Y 0.02% Financial Engines Advisors L.L.C. 3Y 7Y 0.02% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.01% Belpointe Asset Management LLC 3Y 7Y 0.01%
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