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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Atria Investments's EDOW Position: Q1 2026 in Review

Atria Investments increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 119% in Q1 2026, buying an estimated $594K and bringing the position to 25,983 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1027.

Atria Investments first reported a position in EDOW in Q2 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Atria Investments held 25,983 shares of First Trust Dow 30 Equal Weight ETF worth $1.05M as of Q1 2026.
Atria Investments bought 14,101 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $594K.
First Trust Dow 30 Equal Weight ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1027 holding.
Atria Investments first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.