Golden State Equity Partners’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Golden State Equity 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	$97.9K	Buy	+2,412	New	+$102K	0.01%	749

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

Golden State Equity Partners's EDOW Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2026: 2,412 shares worth $97.9K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings.

81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Golden State Equity Partners held 2,412 shares of First Trust Dow 30 Equal Weight ETF worth $97.9K as of Q1 2026.
First Trust Dow 30 Equal Weight ETF was a new Golden State Equity Partners position in Q1 2026.
First Trust Dow 30 Equal Weight ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #749 holding.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.