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Jeff Yass’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Jeff Yass’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
2026
Q2 		$4.4M Sell
68,429
-28,759
-30% -$1.83M ﹤0.01% 4876
2026
Q1 		$5.61M Buy
97,188
+71,193
+274% +$4.29M ﹤0.01% 4032
2025
Q4 		$1.55M Sell
25,995
-329
-1% -$19K ﹤0.01% 6171
2025
Q3 		$1.48M Sell
26,324
-13,608
-34% -$743K ﹤0.01% 6441
2025
Q2 		$2.15M Sell
39,932
-1,995
-5% -$100K ﹤0.01% 5641
2025
Q1 		$2.04M Sell
41,927
-8,476
-17% -$413K ﹤0.01% 5488
2024
Q4 		$2.34M Sell
50,403
-2,453
-5% -$115K ﹤0.01% 4952
2024
Q3 		$2.49M Buy
52,856
+8,820
+20% +$392K ﹤0.01% 4861
2024
Q2 		$1.91M Buy
44,036
+8,221
+23% +$354K ﹤0.01% 5194
2024
Q1 		$1.54M Sell
35,815
-7,605
-18% -$315K ﹤0.01% 5941
2023
Q4 		$1.78M Buy
43,420
+23,069
+113% +$875K ﹤0.01% 5627
2023
Q3 		$751K Sell
20,351
-14,323
-41% -$549K ﹤0.01% 7286
2023
Q2 		$1.33M Buy
34,674
+28,366
+450% +$1.07M ﹤0.01% 6034
2023
Q1 		$236K Sell
6,308
-4,967
-44% -$183K ﹤0.01% 10243
2022
Q4 		$386K Sell
11,275
-15,233
-57% -$507K ﹤0.01% 8475
2022
Q3 		$803K Buy
26,508
+6,535
+33% +$222K ﹤0.01% 7209
2022
Q2 		$676K Buy
19,973
+4,065
+26% +$150K ﹤0.01% 7513
2022
Q1 		$641K Sell
15,908
-11,324
-42% -$473K ﹤0.01% 8287
2021
Q4 		$1.18M Sell
27,232
-20,454
-43% -$889K ﹤0.01% 6856
2021
Q3 		$2.01M Buy
+47,686
New +$2.04M ﹤0.01% 5820
2021
Q2 		– Sell
-34,167
Closed -$1.38M – 12956
2021
Q1 		$1.38M Buy
34,167
+7,039
+26% +$279K ﹤0.01% 6889
2020
Q4 		$1.02M Buy
27,128
+12,286
+83% +$424K ﹤0.01% 6691
2020
Q3 		$465K Sell
14,842
-7,521
-34% -$237K ﹤0.01% 7837
2020
Q2 		$657K Sell
22,363
-83,671
-79% -$2.31M ﹤0.01% 6784
2020
Q1 		$2.64M Buy
106,034
+18,448
+21% +$556K ﹤0.01% 3488
2019
Q4 		$2.8M Sell
87,586
-4,780
-5% -$146K ﹤0.01% 3806
2019
Q3 		$2.71M Buy
92,366
+14,371
+18% +$429K ﹤0.01% 3666
2019
Q2 		$2.34M Buy
77,995
+19,344
+33% +$574K ﹤0.01% 3877
2019
Q1 		$1.71M Sell
58,651
-30,518
-34% -$856K ﹤0.01% 3999
2018
Q4 		$2.28M Buy
89,169
+39,634
+80% +$1.09M ﹤0.01% 3340
2018
Q3 		$1.5M Buy
49,535
+39,096
+375% +$1.17M ﹤0.01% 4472
2018
Q2 		$300K Sell
10,439
-32,705
-76% -$961K ﹤0.01% 7849
2018
Q1 		$1.25M Buy
+43,144
New +$1.27M ﹤0.01% 4780

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jeff Yass's LEGR Position: Q2 2026 in Review

Jeff Yass reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 30% in Q2 2026, selling an estimated $1.83M and leaving 68,429 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4876.

Jeff Yass first reported a position in LEGR in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.61M in Q1 2026. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

  • Jeff Yass held 68,429 shares of First Trust Indxx Innovative Transaction & Process ETF worth $4.4M as of Q2 2026.
  • Jeff Yass sold 28,759 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $1.83M.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4876 holding.
  • Jeff Yass first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 33 quarters since.
  • Jeff Yass's First Trust Indxx Innovative Transaction & Process ETF position peaked at $5.61M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.