Jeff Yass’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Jeff Yass’s Portfolio EDOW Stock Details EDOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$535K	Buy	12,129 +5,096	+72%	+$219K	﹤0.01%	9767
2026 Q1	$285K	Sell	7,033 -29,574	-81%	-$1.25M	﹤0.01%	10969
2025 Q4	$1.51M	Buy	36,607 +4,476	+14%	+$182K	﹤0.01%	6229
2025 Q3	$1.28M	Buy	+32,131	New	+$1.26M	﹤0.01%	6739
2025 Q2	–	Sell	-28,063	Closed	-$1.02M	–	12872
2025 Q1	$1.02M	Buy	28,063 +14,024	+100%	+$520K	﹤0.01%	7224
2024 Q4	$509K	Sell	14,039 -29,397	-68%	-$1.08M	﹤0.01%	8624
2024 Q3	$1.56M	Sell	43,436 -6,048	-12%	-$209K	﹤0.01%	5809
2024 Q2	$1.66M	Buy	49,484 +20,612	+71%	+$691K	﹤0.01%	5466
2024 Q1	$994K	Sell	28,872 -40,223	-58%	-$1.34M	﹤0.01%	6935
2023 Q4	$2.25M	Buy	69,095 +59,424	+614%	+$1.8M	﹤0.01%	5110
2023 Q3	$281K	Buy	+9,671	New	+$292K	﹤0.01%	9495
2023 Q1	–	Sell	-57,867	Closed	-$1.67M	–	12743
2022 Q4	$1.67M	Buy	57,867 +15,882	+38%	+$447K	﹤0.01%	5056
2022 Q3	$1.04M	Buy	+41,985	New	+$1.17M	﹤0.01%	6535
2022 Q2	–	Sell	-93,206	Closed	-$2.89M	–	13110
2022 Q1	$2.89M	Buy	93,206 +82,715	+788%	+$2.56M	﹤0.01%	4694
2021 Q4	$333K	Sell	10,491 -19,036	-64%	-$592K	﹤0.01%	10220
2021 Q3	$885K	Sell	29,527 -27	-0.1%	-$834	﹤0.01%	7894
2021 Q2	$905K	Sell	29,554 -4,261	-13%	-$130K	﹤0.01%	8041
2021 Q1	$1M	Buy	33,815 +5,242	+18%	+$148K	﹤0.01%	7739
2020 Q4	$776K	Buy	28,573 +9,600	+51%	+$247K	﹤0.01%	7286
2020 Q3	$463K	Sell	18,973 -17,596	-48%	-$427K	﹤0.01%	7845
2020 Q2	$852K	Buy	+36,569	New	+$825K	﹤0.01%	6263
2020 Q1	–	Sell	-20,513	Closed	-$534K	–	10366
2019 Q4	$534K	Sell	20,513 -14,347	-41%	-$361K	﹤0.01%	6857
2019 Q3	$855K	Buy	+34,860	New	+$852K	﹤0.01%	6041

Other funds holding EDOW

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Jeff Yass's EDOW Position: Q2 2026 in Review

Jeff Yass increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 72% in Q2 2026, buying an estimated $219K and bringing the position to 12,129 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #9767.

Jeff Yass first reported a position in EDOW in Q3 2019 and has held it in 23 quarters since. The position peaked at $2.89M in Q1 2022. 79 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Jeff Yass held 12,129 shares of First Trust Dow 30 Equal Weight ETF worth $535K as of Q2 2026.
Jeff Yass bought 5,096 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $219K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9767 holding.
Jeff Yass first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2019 and has held it in 23 quarters since.
Jeff Yass's First Trust Dow 30 Equal Weight ETF position peaked at $2.89M in Q1 2022.
79 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

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