JY
FDTB

Jeff Yass’s Foundations Dynamic Income ETF FDTB Stock Holding History

Jeff Yass’s Portfolio FDTB Stock Details FDTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,088
Closed -$195K – 12276
2024
Q2 		$195K Buy
+21,088
New +$200K ﹤0.01% 10385

Other funds holding FDTB

GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's FDTB Position: Q3 2024 in Review

Jeff Yass sold out of Foundations Dynamic Income ETF (FDTB) in Q3 2024, closing a stake of 21,088 shares — an estimated $195K sold.

Jeff Yass first reported a position in FDTB in Q2 2024 and held it in 1 quarter. The position peaked at $195K in Q2 2024. 6 funds tracked by Wall St. Rank hold FDTB as of Q3 2024.

  • Jeff Yass reported no remaining Foundations Dynamic Income ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 21,088 Foundations Dynamic Income ETF shares in Q3 2024, an estimated $195K.
  • Jeff Yass first reported a position in Foundations Dynamic Income ETF in Q2 2024 and held it in 1 quarter.
  • Jeff Yass's Foundations Dynamic Income ETF position peaked at $195K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Foundations Dynamic Income ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.