Jeff Yass’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Jeff Yass’s Portfolio FTCB Stock Details FTCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30,323	Closed	-$636K	–	13759
2026 Q1	$636K	Buy	30,323 +11,729	+63%	+$249K	﹤0.01%	9046
2025 Q4	$395K	Buy	+18,594	New	+$397K	﹤0.01%	9322
2025 Q2	–	Sell	-38,950	Closed	-$818K	–	12988
2025 Q1	$818K	Buy	38,950 +27,424	+238%	+$570K	﹤0.01%	7770
2024 Q4	$238K	Buy	+11,526	New	+$242K	﹤0.01%	10328

Other funds holding FTCB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

Jeff Yass's FTCB Position: Q2 2026 in Review

Jeff Yass sold out of First Trust Core Investment Grade ETF (FTCB) in Q2 2026, closing a stake of 30,323 shares — an estimated $636K sold.

Jeff Yass first reported a position in FTCB in Q4 2024 and held it in 4 quarters. The position peaked at $818K in Q1 2025. 192 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Jeff Yass reported no remaining First Trust Core Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 30,323 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $636K.
Jeff Yass first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and held it in 4 quarters.
Jeff Yass's First Trust Core Investment Grade ETF position peaked at $818K in Q1 2025.
192 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

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