Jeff Yass’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Jeff Yass’s Portfolio DVOL Stock Details DVOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Sell	14,061 -11,649	-45%	-$423K	﹤0.01%	9868
2026 Q1	$889K	Sell	25,710 -7,114	-22%	-$255K	﹤0.01%	8198
2025 Q4	$1.15M	Buy	+32,824	New	+$1.15M	﹤0.01%	6871
2025 Q3	–	Sell	-21,845	Closed	-$767K	–	12687
2025 Q2	$767K	Buy	21,845 +11,769	+117%	+$409K	﹤0.01%	8123
2025 Q1	$358K	Sell	10,076 -1,880	-16%	-$66K	﹤0.01%	9669
2024 Q4	$405K	Buy	11,956 +372	+3%	+$12.9K	﹤0.01%	9185
2024 Q3	$384K	Sell	11,584 -34,410	-75%	-$1.09M	﹤0.01%	9081
2024 Q2	$1.39M	Buy	45,994 +23,902	+108%	+$717K	﹤0.01%	5828
2024 Q1	$675K	Buy	+22,092	New	+$635K	﹤0.01%	7782
2023 Q4	–	Sell	-34,183	Closed	-$853K	–	12536
2023 Q3	$853K	Buy	34,183 +19,095	+127%	+$495K	﹤0.01%	6995
2023 Q2	$398K	Sell	15,088 -32,894	-69%	-$846K	﹤0.01%	8847
2023 Q1	$1.23M	Buy	47,982 +10,343	+27%	+$267K	﹤0.01%	6281
2022 Q4	$989K	Buy	37,639 +3,416	+10%	+$88.5K	﹤0.01%	6216
2022 Q3	$820K	Buy	34,223 +662	+2%	+$17.2K	﹤0.01%	7155
2022 Q2	$844K	Buy	33,561 +1,762	+6%	+$46.9K	﹤0.01%	6936
2022 Q1	$913K	Buy	31,799 +2,393	+8%	+$67.1K	﹤0.01%	7359
2021 Q4	$934K	Buy	29,406 +21,940	+294%	+$656K	﹤0.01%	7483
2021 Q3	$206K	Sell	7,466 -44,137	-86%	-$1.26M	﹤0.01%	11424
2021 Q2	$1.4M	Buy	+51,603	New	+$1.37M	﹤0.01%	6837
2021 Q1	–	Sell	-58,200	Closed	-$1.43M	–	12336
2020 Q4	$1.43M	Buy	58,200 +32,857	+130%	+$773K	﹤0.01%	5849
2020 Q3	$570K	Buy	+25,343	New	+$558K	﹤0.01%	7401
2020 Q1	–	Sell	-12,026	Closed	-$268K	–	10357
2019 Q4	$268K	Sell	12,026 -24,440	-67%	-$544K	﹤0.01%	8230
2019 Q3	$833K	Sell	36,466 -39,572	-52%	-$881K	﹤0.01%	6103
2019 Q2	$1.64M	Buy	+76,038	New	+$1.59M	﹤0.01%	4576

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Jeff Yass's DVOL Position: Q2 2026 in Review

Jeff Yass reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 45% in Q2 2026, selling an estimated $423K and leaving 14,061 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #9868.

Jeff Yass first reported a position in DVOL in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.64M in Q2 2019. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

Jeff Yass held 14,061 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $514K as of Q2 2026.
Jeff Yass sold 11,649 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $423K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9868 holding.
Jeff Yass first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2019 and has held it in 24 quarters since.
Jeff Yass's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.64M in Q2 2019.
39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

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