Legacy Capital Wealth Partners, LLC Buys Vanguard Mid-Cap ETF, First Trust NASDAQ Rising Dividend Achievers ETF, iShares MSCI Global Min Vol Factor ETF, Sells WisdomTree Emerging Markets ex-State-Owned Enterpr, WisdomTree China Dividend Ex-Financials Fund

Investment company Legacy Capital Wealth Partners, LLC (Current Portfolio) buys Vanguard Mid-Cap ETF, First Trust NASDAQ Rising Dividend Achievers ETF, iShares MSCI Global Min Vol Factor ETF, First Trust Value Line Dividend Index Fund, Invesco S&P 500 Revenue ETF, sells WisdomTree Emerging Markets ex-State-Owned Enterpr, WisdomTree China Dividend Ex-Financials Fund, First Trust US Equity Opportunities ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Legacy Capital Wealth Partners, LLC. As of 2021Q3, Legacy Capital Wealth Partners, LLC owns 43 stocks with a total value of $256 million. These are the details of the buys and sells.

For the details of Legacy Capital Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+capital+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Legacy Capital Wealth Partners, LLC
  1. FT Cboe Vest U.S. Equity Buffer ETF - June (FJUN) - 474,402 shares, 6.72% of the total portfolio. Shares reduced by 3.33%
  2. First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) - 3,340,126 shares, 6.42% of the total portfolio. Shares added by 1100.71%
  3. First Trust Value Line Dividend Index Fund (FVD) - 3,425,841 shares, 6.35% of the total portfolio. Shares added by 619.20%
  4. Vanguard Mid-Cap ETF (VO) - 2,443,377 shares, 6.20% of the total portfolio. Shares added by 4152.53%
  5. First Trust Multi-Manager Large Growth ETF (MMLG) - 578,992 shares, 6.16% of the total portfolio. Shares added by 57.69%
New Purchase: First Trust Lunt U.S. Factor Rotation ETF (FCTR)

Legacy Capital Wealth Partners, LLC initiated holding in First Trust Lunt U.S. Factor Rotation ETF. The purchase prices were between $34.01 and $36.48, with an estimated average price of $35.37. The stock is now traded at around $36.765000. The impact to a portfolio due to this purchase was 2.33%. The holding were 175,164 shares as of 2021-09-30.

New Purchase: VanEck CEF Muni Income ETF (XMPT)

Legacy Capital Wealth Partners, LLC initiated holding in VanEck CEF Muni Income ETF. The purchase prices were between $29.1 and $30.19, with an estimated average price of $29.9. The stock is now traded at around $29.420000. The impact to a portfolio due to this purchase was 1.94%. The holding were 84,736 shares as of 2021-09-30.

New Purchase: iShares U.S. Preferred Stock (PFF)

Legacy Capital Wealth Partners, LLC initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $38.25 and $39.19, with an estimated average price of $38.79. The stock is now traded at around $38.855000. The impact to a portfolio due to this purchase was 1.8%. The holding were 59,092 shares as of 2021-09-30.

New Purchase: Global X MLP & Energy Infrastructure ETF (MLPX)

Legacy Capital Wealth Partners, LLC initiated holding in Global X MLP & Energy Infrastructure ETF. The purchase prices were between $31.85 and $35.94, with an estimated average price of $34.01. The stock is now traded at around $37.244500. The impact to a portfolio due to this purchase was 1.51%. The holding were 48,567 shares as of 2021-09-30.

New Purchase: VanEck Mortgage REIT Income ETF (MORT)

Legacy Capital Wealth Partners, LLC initiated holding in VanEck Mortgage REIT Income ETF. The purchase prices were between $17.94 and $19.25, with an estimated average price of $18.64. The stock is now traded at around $19.311500. The impact to a portfolio due to this purchase was 1.27%. The holding were 84,156 shares as of 2021-09-30.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Legacy Capital Wealth Partners, LLC initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $109.28 and $112.83, with an estimated average price of $111.25. The stock is now traded at around $109.330000. The impact to a portfolio due to this purchase was 1.23%. The holding were 14,328 shares as of 2021-09-30.

Added: Vanguard Mid-Cap ETF (VO)

Legacy Capital Wealth Partners, LLC added to a holding in Vanguard Mid-Cap ETF by 4152.53%. The purchase prices were between $229.3 and $249.17, with an estimated average price of $241.14. The stock is now traded at around $260.140000. The impact to a portfolio due to this purchase was 6.05%. The holding were 2,443,377 shares as of 2021-09-30.

Added: First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)

Legacy Capital Wealth Partners, LLC added to a holding in First Trust NASDAQ Rising Dividend Achievers ETF by 1100.71%. The purchase prices were between $46.3 and $49.77, with an estimated average price of $48.33. The stock is now traded at around $51.859900. The impact to a portfolio due to this purchase was 5.89%. The holding were 3,340,126 shares as of 2021-09-30.

Added: iShares MSCI Global Min Vol Factor ETF (ACWV)

Legacy Capital Wealth Partners, LLC added to a holding in iShares MSCI Global Min Vol Factor ETF by 76136.75%. The purchase prices were between $102.73 and $108.01, with an estimated average price of $105.28. The stock is now traded at around $107.520000. The impact to a portfolio due to this purchase was 5.54%. The holding were 4,882,964 shares as of 2021-09-30.

Added: First Trust Value Line Dividend Index Fund (FVD)

Legacy Capital Wealth Partners, LLC added to a holding in First Trust Value Line Dividend Index Fund by 619.20%. The purchase prices were between $39.2 and $41.55, with an estimated average price of $40.45. The stock is now traded at around $42.000000. The impact to a portfolio due to this purchase was 5.47%. The holding were 3,425,841 shares as of 2021-09-30.

Added: Invesco S&P 500 Revenue ETF (RWL)

Legacy Capital Wealth Partners, LLC added to a holding in Invesco S&P 500 Revenue ETF by 1638.16%. The purchase prices were between $72.05 and $76.16, with an estimated average price of $74.49. The stock is now traded at around $78.690000. The impact to a portfolio due to this purchase was 4.8%. The holding were 2,516,677 shares as of 2021-09-30.

Added: iShares Core S&P Small-Cap ETF (IJR)

Legacy Capital Wealth Partners, LLC added to a holding in iShares Core S&P Small-Cap ETF by 3928.45%. The purchase prices were between $104.15 and $113.18, with an estimated average price of $109.65. The stock is now traded at around $119.460000. The impact to a portfolio due to this purchase was 4.78%. The holding were 3,408,549 shares as of 2021-09-30.

Sold Out: WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE)

Legacy Capital Wealth Partners, LLC sold out a holding in WisdomTree Emerging Markets ex-State-Owned Enterpr. The sale prices were between $36.82 and $41.58, with an estimated average price of $38.98.

Sold Out: WisdomTree China Dividend Ex-Financials Fund (CXSE)

Legacy Capital Wealth Partners, LLC sold out a holding in WisdomTree China Dividend Ex-Financials Fund. The sale prices were between $51.59 and $66.49, with an estimated average price of $57.37.

Sold Out: First Trust US Equity Opportunities ETF (FPX)

Legacy Capital Wealth Partners, LLC sold out a holding in First Trust US Equity Opportunities ETF. The sale prices were between $119.92 and $131.21, with an estimated average price of $127.01.



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