Atria Investments’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Atria Investments’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	$1.06M	Sell	24,123 -1,860	-7%	-$79.8K	0.01%	1081
2026 Q1	$1.05M	Buy	25,983 +14,101	+119%	+$594K	0.01%	1027
2025 Q4	$491K	Buy	11,882 +134	+1%	+$5.45K	0.01%	1464
2025 Q3	$469K	Sell	11,748 -792	-6%	-$31K	0.01%	1450
2025 Q2	$481K	Buy	12,540 +266	+2%	+$9.57K	0.01%	1442
2025 Q1	$445K	Buy	12,274 +46	+0.4%	+$1.71K	0.01%	1414
2024 Q4	$444K	Buy	12,228 +1,570	+15%	+$57.4K	0.01%	1386
2024 Q3	$383K	Buy	10,658 +782	+8%	+$27K	﹤0.01%	1466
2024 Q2	$331K	Buy	+9,876	New	+$331K	﹤0.01%	1532

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

Atria Investments's EDOW Position: Q2 2026 in Review

Atria Investments reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 7.2% in Q2 2026, selling an estimated $79.8K and leaving 24,123 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1081.

Atria Investments first reported a position in EDOW in Q2 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Atria Investments held 24,123 shares of First Trust Dow 30 Equal Weight ETF worth $1.06M as of Q2 2026.
Atria Investments sold 1,860 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $79.8K.
First Trust Dow 30 Equal Weight ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1081 holding.
Atria Investments first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.