Envestnet Portfolio Solutions
EDOW icon

Envestnet Portfolio Solutions’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Envestnet Portfolio Solutions’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
-7,400
Closed -$268K – 1554
2025
Q1 		$268K Buy
7,400
+47
+0.6% +$1.74K ﹤0.01% 1348
2024
Q4 		$267K Sell
7,353
-781
-10% -$28.6K ﹤0.01% 1558
2024
Q3 		$293K Buy
8,134
+135
+2% +$4.66K ﹤0.01% 1468
2024
Q2 		$268K Sell
7,999
-970
-11% -$32.5K ﹤0.01% 1440
2024
Q1 		$309K Buy
8,969
+1,422
+19% +$47.4K ﹤0.01% 1341
2023
Q4 		$246K Sell
7,547
-1,270
-14% -$38.4K ﹤0.01% 1395
2023
Q3 		$256K Buy
+8,817
New +$266K ﹤0.01% 1308

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Envestnet Portfolio Solutions's EDOW Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2025, closing a stake of 7,400 shares — an estimated $268K sold.

Envestnet Portfolio Solutions first reported a position in EDOW in Q3 2023 and held it in 7 quarters. The position peaked at $309K in Q1 2024. 65 funds tracked by Wall St. Rank hold EDOW as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,400 First Trust Dow 30 Equal Weight ETF shares in Q2 2025, an estimated $268K.
  • Envestnet Portfolio Solutions first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's First Trust Dow 30 Equal Weight ETF position peaked at $309K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.