Great Valley Advisor Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Great Valley Advisor Group’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	$241K	Hold	5,460	–	–	﹤0.01%	921
2026 Q1	$222K	Sell	5,460 -84	-2%	-$3.54K	﹤0.01%	923
2025 Q4	$229K	Hold	5,544	–	–	﹤0.01%	852
2025 Q3	$221K	Hold	5,544	–	–	﹤0.01%	863
2025 Q2	$213K	Hold	5,544	–	–	﹤0.01%	847
2025 Q1	$201K	Hold	5,544	–	–	﹤0.01%	841
2024 Q4	$201K	Buy	+5,544	New	+$203K	﹤0.01%	819

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 20.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Great Valley Advisor Group's EDOW Position: Q2 2026 in Review

Great Valley Advisor Group held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 5,460 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Great Valley Advisor Group first reported a position in EDOW in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Great Valley Advisor Group held 5,460 shares of First Trust Dow 30 Equal Weight ETF worth $241K as of Q2 2026.
Great Valley Advisor Group left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #921 holding.
Great Valley Advisor Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.