UBS Group
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UBS Group’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

UBS Group’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
Q1 		$43.8K Buy
+758
New +$45.7K ﹤0.01% 7456
2025
Q2 		– Sell
-592
Closed -$28.9K – 10587
2025
Q1 		$28.9K Buy
592
+493
+498% +$24K ﹤0.01% 7972
2024
Q4 		$4.59K Buy
+99
New +$4.66K ﹤0.01% 8743
2024
Q3 		– Sell
-1,822
Closed -$79.1K – 9819
2024
Q2 		$79.1K Buy
1,822
+1,559
+593% +$67.2K ﹤0.01% 6344
2024
Q1 		$11.3K Sell
263
-1,650
-86% -$68.3K ﹤0.01% 7186
2023
Q4 		$78.3K Buy
1,913
+232
+14% +$8.8K ﹤0.01% 6321
2023
Q3 		$62K Sell
1,681
-852
-34% -$32.6K ﹤0.01% 6161
2023
Q2 		$97.4K Buy
2,533
+2,221
+712% +$83.4K ﹤0.01% 6033
2023
Q1 		$11.7K Sell
312
-3,737
-92% -$138K ﹤0.01% 7485
2022
Q4 		$139K Sell
4,049
-1,043
-20% -$34.7K ﹤0.01% 5784
2022
Q3 		$154K Buy
5,092
+3,911
+331% +$133K ﹤0.01% 5332
2022
Q2 		$40K Buy
1,181
+1,169
+9,742% +$43K ﹤0.01% 6095
2022
Q1 		$0 Sell
12
-286
-96% -$12K ﹤0.01% 10607
2021
Q4 		$13K Sell
298
-235
-44% -$10.2K ﹤0.01% 8458
2021
Q3 		$22K Buy
+533
New +$22.8K ﹤0.01% 7063
2020
Q4 		– Sell
-1,212
Closed -$38K – 8575
2020
Q3 		$38K Buy
+1,212
New +$38.2K ﹤0.01% 5839
2020
Q2 		– Sell
-942
Closed -$23K – 8168
2020
Q1 		$23K Sell
942
-1,167
-55% -$35.2K ﹤0.01% 6403
2019
Q4 		$67K Buy
2,109
+175
+9% +$5.34K ﹤0.01% 6201
2019
Q3 		$57K Sell
1,934
-357
-16% -$10.6K ﹤0.01% 6124
2019
Q2 		$69K Sell
2,291
-758
-25% -$22.5K ﹤0.01% 5650
2019
Q1 		$89K Buy
3,049
+968
+47% +$27.1K ﹤0.01% 5151
2018
Q4 		$53K Buy
2,081
+1,591
+325% +$43.6K ﹤0.01% 6039
2018
Q3 		$15K Buy
+490
New +$14.6K ﹤0.01% 6965
2018
Q2 		– Sell
-189
Closed -$5K – 8128
2018
Q1 		$5K Buy
+189
New +$5.55K ﹤0.01% 7234

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group's LEGR Position: Q1 2026 in Review

UBS Group opened a new position in First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2026: 758 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #7456 among its holdings. This is a return to the name: UBS Group previously reported a position in LEGR as recently as Q1 2025.

UBS Group first reported a position in LEGR in Q1 2018 and has held it in 24 quarters since. The position peaked at $154K in Q3 2022. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • UBS Group held 758 shares of First Trust Indxx Innovative Transaction & Process ETF worth $43.8K as of Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF was a new UBS Group position in Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7456 holding.
  • UBS Group first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 24 quarters since.
  • UBS Group's First Trust Indxx Innovative Transaction & Process ETF position peaked at $154K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.