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Fourth Dimension Wealth’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Fourth Dimension Wealth’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
-100
Closed -$3.62K – 613
2025
Q1 		$3.62K Hold
100
– – ﹤0.01% 514
2024
Q4 		$3.63K Buy
+100
New +$3.66K ﹤0.01% 522

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 $729M AUM 24.39% 1-Year Est. Return

Fourth Dimension Wealth's EDOW Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2025, closing a stake of 100 shares — an estimated $3.62K sold.

Fourth Dimension Wealth first reported a position in EDOW in Q4 2024 and held it in 2 quarters. The position peaked at $3.63K in Q4 2024. 65 funds tracked by Wall St. Rank hold EDOW as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 100 First Trust Dow 30 Equal Weight ETF shares in Q2 2025, an estimated $3.62K.
  • Fourth Dimension Wealth first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's First Trust Dow 30 Equal Weight ETF position peaked at $3.63K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.