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Jeff Yass’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Jeff Yass’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35,797
Closed -$718K – 13770
2026
Q1 		$718K Buy
+35,797
New +$720K ﹤0.01% 8753
2025
Q4 		– Sell
-14,837
Closed -$298K – 12767
2025
Q3 		$298K Buy
+14,837
New +$299K ﹤0.01% 10123
2024
Q4 		– Sell
-52,204
Closed -$1.05M – 12550
2024
Q3 		$1.05M Sell
52,204
-70,202
-57% -$1.41M ﹤0.01% 6682
2024
Q2 		$2.46M Buy
122,406
+61,961
+103% +$1.24M ﹤0.01% 4689
2024
Q1 		$1.21M Sell
60,445
-41,425
-41% -$832K ﹤0.01% 6436
2023
Q4 		$2.04M Buy
101,870
+90,704
+812% +$1.81M ﹤0.01% 5295
2023
Q3 		$222K Sell
11,166
-3,667
-25% -$73.2K ﹤0.01% 10005
2023
Q2 		$296K Buy
+14,833
New +$296K ﹤0.01% 9456
2021
Q2 		– Sell
-10,900
Closed -$220K – 12777
2021
Q1 		$220K Buy
+10,900
New +$220K ﹤0.01% 11225
2020
Q4 		– Sell
-10,324
Closed -$208K – 11233
2020
Q3 		$208K Sell
10,324
-12,027
-54% -$243K ﹤0.01% 9388
2020
Q2 		$449K Buy
+22,351
New +$450K ﹤0.01% 7584
2020
Q1 		– Sell
-27,115
Closed -$545K – 10455
2019
Q4 		$545K Buy
+27,115
New +$545K ﹤0.01% 6818
2019
Q2 		– Sell
-12,675
Closed -$254K – 10413
2019
Q1 		$254K Buy
+12,675
New +$254K ﹤0.01% 7504

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Jeff Yass's FUMB Position: Q2 2026 in Review

Jeff Yass sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026, closing a stake of 35,797 shares — an estimated $718K sold.

Jeff Yass first reported a position in FUMB in Q1 2019 and held it in 13 quarters. The position peaked at $2.46M in Q2 2024. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Jeff Yass reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 35,797 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $718K.
  • Jeff Yass first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2019 and held it in 13 quarters.
  • Jeff Yass's First Trust Ultra Short Duration Municipal ETF position peaked at $2.46M in Q2 2024.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

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