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

Atlas Wealth’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 		$220K Hold
5,419
– – 0.07% 107
2025
Q4 		$224K Hold
5,419
– – 0.07% 101
2025
Q3 		$216K Hold
5,419
– – 0.07% 102
2025
Q2 		$210K Buy
+5,419
New +$195K 0.08% 102

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

Atlas Wealth's EDOW Position: Q1 2026 in Review

Atlas Wealth held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q1 2026 at 5,419 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #107.

Atlas Wealth first reported a position in EDOW in Q2 2025 and has held it in 4 quarters since. The position peaked at $224K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Atlas Wealth held 5,419 shares of First Trust Dow 30 Equal Weight ETF worth $220K as of Q1 2026.
  • Atlas Wealth left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q1 2026.
  • First Trust Dow 30 Equal Weight ETF made up 0.07% of Atlas Wealth's portfolio in Q1 2026, its #107 holding.
  • Atlas Wealth first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlas Wealth's First Trust Dow 30 Equal Weight ETF position peaked at $224K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.