13F-HR filed by Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC filed this 13F-HR for the quarter ended 2021-06-30, filed 2021-08-13, with 24 holding rows worth $185,593,000.
- Accession
- 0001766228-21-000003
- Filer
- CIK 1766228
- Filed
- 2021-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2021
A holdings report, 24 entries on the cover page, a total value of $185,593,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $185,593,000 with VALUE read as thousands by filing date, 13F file number 028-20903. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 476,338 | $18,944,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F722 | FT VEST US EQT | 490,735 | $17,715,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 200,963 | $15,044,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 336,389 | $14,152,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 57,457 | $13,637,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 278,179 | $13,364,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X719 | CHINADIV EX FI | 183,904 | $12,393,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G698 | S&P 500 REVENUE | 144,790 | $10,672,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739P871 | CMN | 334,500 | $10,539,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V308 | BUYBACK ACHIEV | 112,089 | $10,116,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F789 | ACTIVE FACTOR LA | 367,177 | $9,734,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 84,612 | $9,559,000 | thousands by filing date | |
| FIRST TRUST TCW OPPORTUNISTIC | 33740F805 | TCW OPPORTUNIS | 148,028 | $7,939,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E669 | GLOBAL EX US HGH | 257,722 | $5,691,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 116,304 | $5,584,000 | thousands by filing date | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 79,208 | $4,032,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 62,259 | $3,555,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33734X853 | INTL EQUITY OPP | 12,322 | $843,000 | thousands by filing date | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 6,405 | $659,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 7,262 | $368,000 | thousands by filing date | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 7,326 | $368,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 336920103 | US EQTY OPPT ETF | 1,897 | $242,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,628 | $223,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 64 | $220,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001766228-21-000003 | this filing | 2021-08-13 | acceptance time not in the bulk data set |