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D.A. Davidson & Co’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

D.A. Davidson & Co’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 		$1.03M Sell
23,345
-635
-3% -$27.2K 0.01% 955
2026
Q1 		$973K Buy
23,980
+227
+1% +$9.56K 0.01% 943
2025
Q4 		$981K Sell
23,753
-308
-1% -$12.5K 0.01% 901
2025
Q3 		$961K Sell
24,061
-870
-3% -$34.1K 0.01% 882
2025
Q2 		$956K Sell
24,931
-255
-1% -$9.18K 0.01% 833
2025
Q1 		$912K Buy
25,186
+21
+0.1% +$778 0.01% 797
2024
Q4 		$913K Buy
25,165
+1,965
+8% +$71.9K 0.01% 809
2024
Q3 		$835K Buy
23,200
+2,842
+14% +$98.1K 0.01% 832
2024
Q2 		$681K Buy
20,358
+2,237
+12% +$75K 0.01% 871
2024
Q1 		$624K Buy
18,121
+2,135
+13% +$71.1K 0.01% 900
2023
Q4 		$521K Buy
15,986
+5,866
+58% +$177K 0.01% 934
2023
Q3 		$294K Buy
10,120
+1,258
+14% +$38K ﹤0.01% 1091
2023
Q2 		$267K Buy
+8,862
New +$263K ﹤0.01% 1144

Other funds holding EDOW

Morgan Stanley
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

D.A. Davidson & Co's EDOW Position: Q2 2026 in Review

D.A. Davidson & Co reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 2.6% in Q2 2026, selling an estimated $27.2K and leaving 23,345 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #955.

D.A. Davidson & Co first reported a position in EDOW in Q2 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • D.A. Davidson & Co held 23,345 shares of First Trust Dow 30 Equal Weight ETF worth $1.03M as of Q2 2026.
  • D.A. Davidson & Co sold 635 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $27.2K.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #955 holding.
  • D.A. Davidson & Co first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.