Gateway Wealth Partners’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Gateway Wealth Partners’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	$970K	Sell	21,996 -16,610	-43%	-$712K	0.06%	309
2026 Q1	$1.57M	Buy	38,606 +29,180	+310%	+$1.23M	0.06%	300
2025 Q4	$389K	Sell	9,426 -600	-6%	-$24.4K	0.04%	314
2025 Q3	$400K	Sell	10,026 -293	-3%	-$11.5K	0.05%	275
2025 Q2	$396K	Buy	10,319 +934	+10%	+$33.6K	0.08%	241
2025 Q1	$340K	Sell	9,385 -1,593	-15%	-$59K	0.08%	235
2024 Q4	$398K	Buy	10,978 +25	+0.2%	+$915	0.1%	189
2024 Q3	$394K	Buy	10,953 +101	+0.9%	+$3.49K	0.11%	173
2024 Q2	$363K	Buy	10,852 +1,196	+12%	+$40.1K	0.11%	178
2024 Q1	$332K	Buy	+9,656	New	+$322K	0.12%	159

Other funds holding EDOW

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Gateway Wealth Partners's EDOW Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 43% in Q2 2026, selling an estimated $712K and leaving 21,996 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #309.

Gateway Wealth Partners first reported a position in EDOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q1 2026. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Gateway Wealth Partners held 21,996 shares of First Trust Dow 30 Equal Weight ETF worth $970K as of Q2 2026.
Gateway Wealth Partners sold 16,610 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $712K.
First Trust Dow 30 Equal Weight ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #309 holding.
Gateway Wealth Partners first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Gateway Wealth Partners's First Trust Dow 30 Equal Weight ETF position peaked at $1.57M in Q1 2026.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.