Brass Tax Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Brass Tax Wealth Management’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 Q3	$236K	Buy	+5,904	New	+$231K	0.04%	216

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

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

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

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

GWANC

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Brass Tax Wealth Management's EDOW Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2025: 5,904 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #216 among its holdings.

69 funds tracked by Wall St. Rank hold EDOW as of Q3 2025.

Brass Tax Wealth Management held 5,904 shares of First Trust Dow 30 Equal Weight ETF worth $236K as of Q3 2025.
First Trust Dow 30 Equal Weight ETF was a new Brass Tax Wealth Management position in Q3 2025.
First Trust Dow 30 Equal Weight ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #216 holding.
69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.