Gratus Wealth Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Gratus Wealth Advisors’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	$1.14M	Hold	25,955	–	–	0.15%	57
2026 Q1	$1.05M	Sell	25,955 -293	-1%	-$12.3K	0.15%	61
2025 Q4	$1.08M	Sell	26,248 -13,582	-34%	-$553K	0.15%	56
2025 Q3	$1.59M	Hold	39,830	–	–	0.22%	39
2025 Q2	$1.53M	Sell	39,830 -1,202	-3%	-$43.2K	0.23%	39
2025 Q1	$1.49M	Hold	41,032	–	–	0.24%	36
2024 Q4	$1.49M	Sell	41,032 -35,002	-46%	-$1.28M	0.24%	41
2024 Q3	$2.7M	Sell	76,034 -380,459	-83%	-$13.1M	0.44%	29
2024 Q2	$15.7M	Sell	456,493 -22,459	-5%	-$753K	2.7%	14
2024 Q1	$15.7M	Sell	478,952 -16,077	-3%	-$535K	2.88%	14
2023 Q4	$16.1M	Buy	+495,029	New	+$15M	3.18%	13

Other funds holding EDOW

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

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Gratus Wealth Advisors's EDOW Position: Q2 2026 in Review

Gratus Wealth Advisors held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 25,955 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #57.

Gratus Wealth Advisors first reported a position in EDOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q4 2023. 26 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Gratus Wealth Advisors held 25,955 shares of First Trust Dow 30 Equal Weight ETF worth $1.14M as of Q2 2026.
Gratus Wealth Advisors left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Gratus Wealth Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $16.1M in Q4 2023.
26 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.