Jeff Yass’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Jeff Yass’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	217,699 +78,997	+57%	+$3.94M	﹤0.01%	3279
2026 Q1	$6.91M	Buy	138,702 +94,900	+217%	+$4.76M	﹤0.01%	3691
2025 Q4	$2.19M	Buy	+43,802	New	+$2.19M	﹤0.01%	5470
2025 Q3	–	Sell	-16,186	Closed	-$797K	–	13237
2025 Q2	$797K	Buy	+16,186	New	+$792K	﹤0.01%	8023
2025 Q1	–	Sell	-11,397	Closed	-$555K	–	13045
2024 Q4	$555K	Sell	11,397 -2,928	-20%	-$143K	﹤0.01%	8420
2024 Q3	$708K	Sell	14,325 -138,365	-91%	-$6.77M	﹤0.01%	7621
2024 Q2	$7.34M	Buy	+152,690	New	+$7.33M	﹤0.01%	2867
2023 Q4	–	Sell	-55,272	Closed	-$2.61M	–	12886
2023 Q3	$2.61M	Buy	55,272 +17,288	+46%	+$822K	﹤0.01%	4631
2023 Q2	$1.81M	Buy	+37,984	New	+$1.82M	﹤0.01%	5346
2023 Q1	–	Sell	-115,291	Closed	-$5.47M	–	13101
2022 Q4	$5.47M	Buy	115,291 +71,521	+163%	+$3.38M	﹤0.01%	3099
2022 Q3	$2.07M	Buy	+43,770	New	+$2.11M	﹤0.01%	4859
2022 Q2	–	Sell	-37,108	Closed	-$1.82M	–	13496
2022 Q1	$1.82M	Sell	37,108 -9,596	-21%	-$475K	﹤0.01%	5692
2021 Q4	$2.33M	Sell	46,704 -33,227	-42%	-$1.67M	﹤0.01%	5140
2021 Q3	$4.04M	Sell	79,931 -8,060,351	-99%	-$409M	﹤0.01%	4327
2021 Q2	$414M	Buy	8,140,282 +7,925,848	+3,696%	+$405M	0.06%	270
2021 Q1	$10.9M	Buy	+214,434	New	+$11M	﹤0.01%	2636
2020 Q4	–	Sell	-12,663	Closed	-$654K	–	11427
2020 Q3	$654K	Sell	12,663 -4,068	-24%	-$210K	﹤0.01%	7108
2020 Q2	$865K	Buy	+16,731	New	+$864K	﹤0.01%	6232
2019 Q2	–	Sell	-58,777	Closed	-$3.01M	–	10576
2019 Q1	$3.01M	Buy	+58,777	New	+$3.01M	﹤0.01%	3116
2018 Q2	–	Sell	-5,080	Closed	-$261K	–	10033
2018 Q1	$261K	Sell	5,080 -22,982	-82%	-$1.18M	﹤0.01%	7857
2017 Q4	$1.45M	Sell	28,062 -55,741	-67%	-$2.89M	﹤0.01%	4522
2017 Q3	$4.36M	Buy	83,803 +48,240	+136%	+$2.51M	﹤0.01%	2677
2017 Q2	$1.85M	Sell	35,563 -11,837	-25%	-$618K	﹤0.01%	4042
2017 Q1	$2.47M	Buy	+47,400	New	+$2.47M	﹤0.01%	3350
2015 Q4	–	Sell	-12,648	Closed	-$636K	–	9714
2015 Q3	$636K	Buy	+12,648	New	+$637K	﹤0.01%	6647

Other funds holding LMBS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jeff Yass's LMBS Position: Q2 2026 in Review

Jeff Yass increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 57% in Q2 2026, buying an estimated $3.94M and bringing the position to 217,699 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

Jeff Yass first reported a position in LMBS in Q3 2015 and has held it in 25 quarters since. The position peaked at $414M in Q2 2021. 452 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Jeff Yass held 217,699 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $10.8M as of Q2 2026.
Jeff Yass bought 78,997 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.94M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3279 holding.
Jeff Yass first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2015 and has held it in 25 quarters since.
Jeff Yass's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $414M in Q2 2021.
452 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

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