JY
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Jeff Yass’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Jeff Yass’s Portfolio DVLU Stock Details DVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,867
Closed -$245K – 13364
2025
Q4 		$245K Sell
6,867
-34,517
-83% -$1.19M ﹤0.01% 10417
2025
Q3 		$1.39M Buy
41,384
+12,088
+41% +$374K ﹤0.01% 6568
2025
Q2 		$875K Buy
29,296
+19,165
+189% +$539K ﹤0.01% 7774
2025
Q1 		$288K Sell
10,131
-4,067
-29% -$121K ﹤0.01% 10148
2024
Q4 		$414K Buy
14,198
+7,214
+103% +$224K ﹤0.01% 9132
2024
Q3 		$215K Sell
6,984
-3,049
-30% -$89.7K ﹤0.01% 10325
2024
Q2 		$281K Buy
+10,033
New +$288K ﹤0.01% 9594
2024
Q1 		– Sell
-36,536
Closed -$949K – 12417
2023
Q4 		$949K Sell
36,536
-9,255
-20% -$217K ﹤0.01% 7111
2023
Q3 		$1.05M Buy
45,791
+8,228
+22% +$195K ﹤0.01% 6532
2023
Q2 		$885K Buy
37,563
+2,889
+8% +$64.7K ﹤0.01% 6984
2023
Q1 		$769K Buy
34,674
+7,470
+27% +$172K ﹤0.01% 7499
2022
Q4 		$603K Sell
27,204
-7,062
-21% -$159K ﹤0.01% 7380
2022
Q3 		$698K Sell
34,266
-40
-0.1% -$893 ﹤0.01% 7574
2022
Q2 		$738K Buy
+34,306
New +$838K ﹤0.01% 7279
2022
Q1 		– Sell
-12,018
Closed -$303K – 13167
2021
Q4 		$303K Sell
12,018
-9,407
-44% -$233K ﹤0.01% 10477
2021
Q3 		$505K Buy
21,425
+1,597
+8% +$38K ﹤0.01% 9377
2021
Q2 		$466K Buy
+19,828
New +$472K ﹤0.01% 9754

Other funds holding DVLU

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jeff Yass's DVLU Position: Q1 2026 in Review

Jeff Yass sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2026, closing a stake of 6,867 shares — an estimated $245K sold.

Jeff Yass first reported a position in DVLU in Q2 2021 and held it in 17 quarters. The position peaked at $1.39M in Q3 2025. 17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

  • Jeff Yass reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 6,867 First Trust Dorsey Wright Momentum & Value ETF shares in Q1 2026, an estimated $245K.
  • Jeff Yass first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q2 2021 and held it in 17 quarters.
  • Jeff Yass's First Trust Dorsey Wright Momentum & Value ETF position peaked at $1.39M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.