Jeff Yass’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Jeff Yass’s Portfolio FSMB Stock Details FSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Buy	24,445 +13,784	+129%	+$276K	﹤0.01%	9979
2026 Q1	$213K	Buy	+10,661	New	+$215K	﹤0.01%	11566
2024 Q4	–	Sell	-11,788	Closed	-$236K	–	12534
2024 Q3	$236K	Buy	+11,788	New	+$235K	﹤0.01%	10132
2024 Q2	–	Sell	-18,368	Closed	-$364K	–	12398
2024 Q1	$364K	Sell	18,368 -77,406	-81%	-$1.54M	﹤0.01%	9254
2023 Q4	$1.91M	Sell	95,774 -10,067	-10%	-$197K	﹤0.01%	5455
2023 Q3	$2.05M	Buy	+105,841	New	+$2.08M	﹤0.01%	5081
2023 Q1	–	Sell	-42,606	Closed	-$841K	–	12860
2022 Q4	$841K	Buy	+42,606	New	+$836K	﹤0.01%	6559
2022 Q1	–	Sell	-10,465	Closed	-$218K	–	13318
2021 Q4	$218K	Buy	+10,465	New	+$218K	﹤0.01%	11255
2021 Q3	–	Sell	-10,544	Closed	-$220K	–	12980
2021 Q2	$220K	Buy	+10,544	New	+$220K	﹤0.01%	11395
2020 Q4	–	Sell	-23,921	Closed	-$494K	–	11228
2020 Q3	$494K	Buy	+23,921	New	+$494K	﹤0.01%	7706
2020 Q1	–	Sell	-10,164	Closed	-$208K	–	10447
2019 Q4	$208K	Buy	+10,164	New	+$208K	﹤0.01%	8701

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jeff Yass's FSMB Position: Q2 2026 in Review

Jeff Yass increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 129% in Q2 2026, buying an estimated $276K and bringing the position to 24,445 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #9979.

Jeff Yass first reported a position in FSMB in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2023. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Jeff Yass held 24,445 shares of First Trust Short Duration Managed Municipal ETF worth $489K as of Q2 2026.
Jeff Yass bought 13,784 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $276K.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9979 holding.
Jeff Yass first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2019 and has held it in 11 quarters since.
Jeff Yass's First Trust Short Duration Managed Municipal ETF position peaked at $2.05M in Q3 2023.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

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