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 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 $1.66T 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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Gateway Wealth Partners's EDOW Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 310% in Q1 2026, buying an estimated $1.23M and bringing the position to 38,606 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #300.

Gateway Wealth Partners first reported a position in EDOW in Q1 2024 and has held it in 9 quarters since. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Gateway Wealth Partners held 38,606 shares of First Trust Dow 30 Equal Weight ETF worth $1.57M as of Q1 2026.
Gateway Wealth Partners bought 29,180 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $1.23M.
First Trust Dow 30 Equal Weight ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q1 2026, its #300 holding.
Gateway Wealth Partners first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.