Envestnet Asset Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Envestnet Asset 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
2026 Q1	$5M	Buy	123,266 +59,455	+93%	+$2.5M	﹤0.01%	2314
2025 Q4	$2.64M	Buy	63,811 +8,404	+15%	+$342K	﹤0.01%	2623
2025 Q3	$2.21M	Sell	55,407 -25,244	-31%	-$988K	﹤0.01%	2814
2025 Q2	$3.09M	Buy	80,651 +3,602	+5%	+$130K	﹤0.01%	2527
2025 Q1	$2.79M	Buy	77,049 +24,603	+47%	+$912K	﹤0.01%	2507
2024 Q4	$1.9M	Sell	52,446 -1,655	-3%	-$60.6K	﹤0.01%	2717
2024 Q3	$1.95M	Sell	54,101 -1,449	-3%	-$50K	﹤0.01%	2673
2024 Q2	$1.86M	Sell	55,550 -1,249	-2%	-$41.9K	﹤0.01%	2644
2024 Q1	$1.96M	Sell	56,799 -28,230	-33%	-$940K	﹤0.01%	2585
2023 Q4	$2.77M	Sell	85,029 -25,410	-23%	-$769K	﹤0.01%	2264
2023 Q3	$3.21M	Sell	110,439 -12,697	-10%	-$384K	﹤0.01%	2100
2023 Q2	$3.71M	Buy	123,136 +410	+0.3%	+$12.2K	﹤0.01%	1889
2023 Q1	$3.63M	Buy	122,726 +12,155	+11%	+$357K	﹤0.01%	1825
2022 Q4	$3.19M	Buy	110,571 +12,779	+13%	+$360K	﹤0.01%	1859
2022 Q3	$2.43M	Buy	97,792 +5,154	+6%	+$144K	﹤0.01%	1966
2022 Q2	$2.52M	Sell	92,638 -145,448	-61%	-$4.25M	﹤0.01%	1957
2022 Q1	$7.38M	Buy	238,086 +194,112	+441%	+$6.01M	﹤0.01%	1389
2021 Q4	$1.4M	Buy	+43,974	New	+$1.37M	﹤0.01%	2402
2020 Q1	–	Sell	-8,820	Closed	-$230K	–	3010
2019 Q4	$230K	Buy	+8,820	New	+$222K	﹤0.01%	2856
2019 Q3	–	Sell	-131,934	Closed	-$3.22M	–	3101
2019 Q2	$3.22M	Buy	+131,934	New	+$3.16M	﹤0.01%	1297

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management's EDOW Position: Q1 2026 in Review

Envestnet Asset Management increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 93% in Q1 2026, buying an estimated $2.5M and bringing the position to 123,266 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Envestnet Asset Management first reported a position in EDOW in Q2 2019 and has held it in 20 quarters since. The position peaked at $7.38M in Q1 2022. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Envestnet Asset Management held 123,266 shares of First Trust Dow 30 Equal Weight ETF worth $5M as of Q1 2026.
Envestnet Asset Management bought 59,455 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $2.5M.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2314 holding.
Envestnet Asset Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2019 and has held it in 20 quarters since.
Envestnet Asset Management's First Trust Dow 30 Equal Weight ETF position peaked at $7.38M in Q1 2022.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.