Benjamin Edwards Inc’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Benjamin Edwards Inc’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 Q2	–	Sell	-29,888	Closed	-$1.08M	–	1168
2025 Q1	$1.08M	Buy	29,888 +320	+1%	+$11.9K	0.02%	554
2024 Q4	$1.07M	Sell	29,568 -446	-1%	-$16.3K	0.02%	588
2024 Q3	$1.08M	Buy	+30,014	New	+$1.04M	0.02%	578
2021 Q2	–	Sell	-327	Closed	-$10K	–	412
2021 Q1	$10K	Hold	327	–	–	0.01%	327
2020 Q4	$9K	Hold	327	–	–	0.01%	324
2020 Q3	$8K	Sell	327 -54	-14%	-$1.31K	0.01%	315
2020 Q2	$9K	Sell	381 -115	-23%	-$2.59K	0.01%	303
2020 Q1	$10K	Buy	+496	New	+$12K	0.01%	282

Other funds holding EDOW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Benjamin Edwards Inc's EDOW Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2025, closing a stake of 29,888 shares — an estimated $1.08M sold.

Benjamin Edwards Inc first reported a position in EDOW in Q1 2020 and held it in 8 quarters. The position peaked at $1.08M in Q1 2025. 65 funds tracked by Wall St. Rank hold EDOW as of Q2 2025.

Benjamin Edwards Inc reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 29,888 First Trust Dow 30 Equal Weight ETF shares in Q2 2025, an estimated $1.08M.
Benjamin Edwards Inc first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2020 and held it in 8 quarters.
Benjamin Edwards Inc's First Trust Dow 30 Equal Weight ETF position peaked at $1.08M in Q1 2025.
65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.