Glassman Wealth Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Glassman Wealth Services’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	$139K	Hold	3,159	–	–	0.02%	92
2026 Q1	$128K	Hold	3,159	–	–	0.02%	89
2025 Q4	$130K	Hold	3,159	–	–	0.02%	89
2025 Q3	$126K	Hold	3,159	–	–	0.02%	87
2025 Q2	$121K	Hold	3,159	–	–	0.02%	87
2025 Q1	$114K	Hold	3,159	–	–	0.02%	87
2024 Q4	$115K	Hold	3,159	–	–	0.02%	80
2024 Q3	$114K	Hold	3,159	–	–	0.02%	85
2024 Q2	$106K	Hold	3,159	–	–	0.02%	92
2024 Q1	$109K	Hold	3,159	–	–	0.02%	86
2023 Q4	$103K	Hold	3,159	–	–	0.01%	292
2023 Q3	$91.7K	Hold	3,159	–	–	0.01%	292
2023 Q2	$95.1K	Hold	3,159	–	–	0.02%	269
2023 Q1	$93.4K	Hold	3,159	–	–	0.02%	274
2022 Q4	$91.1K	Sell	3,159 -5,270	-63%	-$148K	0.02%	285
2022 Q3	$209K	Buy	8,429 +1,579	+23%	+$44K	0.04%	145
2022 Q2	$186K	Hold	6,850	–	–	0.04%	167
2022 Q1	$212K	Buy	+6,850	New	+$212K	0.04%	162

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

Glassman Wealth Services's EDOW Position: Q2 2026 in Review

Glassman Wealth Services held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 3,159 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #92.

Glassman Wealth Services first reported a position in EDOW in Q1 2022 and has held it in 18 quarters since. The position peaked at $212K in Q1 2022. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Glassman Wealth Services held 3,159 shares of First Trust Dow 30 Equal Weight ETF worth $139K as of Q2 2026.
Glassman Wealth Services left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 0.02% of Glassman Wealth Services's portfolio in Q2 2026, its #92 holding.
Glassman Wealth Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
Glassman Wealth Services's First Trust Dow 30 Equal Weight ETF position peaked at $212K in Q1 2022.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.