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 Q2	$239K	Hold	5,419	–	–	0.03%	156
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 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 20.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Atlas Wealth's EDOW Position: Q2 2026 in Review

Atlas Wealth held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 5,419 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #156.

Atlas Wealth first reported a position in EDOW in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Atlas Wealth held 5,419 shares of First Trust Dow 30 Equal Weight ETF worth $239K as of Q2 2026.
Atlas Wealth left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 0.03% of Atlas Wealth's portfolio in Q2 2026, its #156 holding.
Atlas Wealth first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.