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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
2025
Q4 		– Sell
-5,234
Closed -$209K – 467
2025
Q3 		$209K Hold
5,234
– – 0.01% 712
2025
Q2 		$201K Buy
+5,234
New +$188K 0.01% 688

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Arete Wealth Advisors's EDOW Position: Q4 2025 in Review

Arete Wealth Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2025, closing a stake of 5,234 shares — an estimated $209K sold.

Arete Wealth Advisors first reported a position in EDOW in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 70 funds tracked by Wall St. Rank hold EDOW as of Q4 2025.

  • Arete Wealth Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,234 First Trust Dow 30 Equal Weight ETF shares in Q4 2025, an estimated $209K.
  • Arete Wealth Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $209K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.