AG
EDOW icon

AmeriFlex Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

AmeriFlex Group’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 		$152K Buy
3,450
+690
+25% +$29.6K 0.06% 258
2026
Q1 		$112K Buy
+2,760
New +$116K 0.06% 259

Other funds holding EDOW

Morgan Stanley
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AmeriFlex Group's EDOW Position: Q2 2026 in Review

AmeriFlex Group increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 25% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,450 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #258.

AmeriFlex Group first reported a position in EDOW in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • AmeriFlex Group held 3,450 shares of First Trust Dow 30 Equal Weight ETF worth $152K as of Q2 2026.
  • AmeriFlex Group bought 690 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $29.6K.
  • First Trust Dow 30 Equal Weight ETF made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #258 holding.
  • AmeriFlex Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

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