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Arete Wealth Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-5,234
Closed -$216K – 421
2025
Q4 		$216K Hold
5,234
– – 0.01% 701
2025
Q3 		$209K Hold
5,234
– – 0.01% 712
2025
Q2 		$201K Buy
+5,234
New +$188K 0.01% 688

Other funds holding EDOW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Arete Wealth Advisors's EDOW Position: Q1 2026 in Review

Arete Wealth Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2026, closing a stake of 5,234 shares — an estimated $216K sold.

Arete Wealth Advisors first reported a position in EDOW in Q2 2025 and held it in 3 quarters. The position peaked at $216K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Arete Wealth Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,234 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $216K.
  • Arete Wealth Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $216K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.