Ameritas Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Ameritas Advisory Services’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	$1.92M	Buy	43,551 +3,120	+8%	+$134K	0.04%	375
2026 Q1	$1.64M	Buy	40,431 +3	+0%	+$126	0.06%	261
2025 Q4	$1.67M	Sell	40,428 -7,092	-15%	-$289K	0.06%	261
2025 Q3	$1.9M	Buy	47,520 +9,444	+25%	+$370K	0.12%	147
2025 Q2	$1.46M	Sell	38,076 -10,369	-21%	-$373K	0.08%	258
2025 Q1	$1.76M	Hold	48,445	–	–	0.07%	262
2024 Q4	$1.76M	Buy	48,445 +958	+2%	+$35.1K	0.06%	290
2024 Q3	$1.71M	Sell	47,487 -1,888	-4%	-$65.2K	0.07%	261
2024 Q2	$1.65M	Sell	49,375 -1,030	-2%	-$34.5K	0.06%	293
2024 Q1	$1.66M	Buy	50,405 +18,619	+59%	+$620K	0.07%	267
2023 Q4	$1.06M	Sell	31,786 -21,116	-40%	-$639K	0.06%	271
2023 Q3	$1.53M	Buy	52,902 +608	+1%	+$18.4K	0.08%	245
2023 Q2	$1.55M	Sell	52,294 -714	-1%	-$21.2K	0.2%	117
2023 Q1	$1.57M	Sell	53,008 -37,412	-41%	-$1.1M	0.08%	233
2022 Q4	$2.61M	Buy	90,420 +32,466	+56%	+$915K	0.12%	177
2022 Q3	$1.44M	Sell	57,954 -3,594	-6%	-$100K	0.09%	225
2022 Q2	$1.67M	Sell	61,548 -36,271	-37%	-$1.06M	0.1%	206
2022 Q1	$3.03M	Buy	97,819 +62,927	+180%	+$1.95M	0.11%	147
2021 Q4	$1.11M	Buy	+34,892	New	+$1.09M	0.04%	316

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

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

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

Ameritas Advisory Services's EDOW Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 7.7% in Q2 2026, buying an estimated $134K and bringing the position to 43,551 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #375.

Ameritas Advisory Services first reported a position in EDOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q1 2022. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Ameritas Advisory Services held 43,551 shares of First Trust Dow 30 Equal Weight ETF worth $1.92M as of Q2 2026.
Ameritas Advisory Services bought 3,120 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $134K.
First Trust Dow 30 Equal Weight ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #375 holding.
Ameritas Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $3.03M in Q1 2022.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.