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 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 $1.66T 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

Great Valley Advisor Group's EDOW Position: Q1 2026 in Review

Great Valley Advisor Group reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 1.5% in Q1 2026, selling an estimated $3.54K and leaving 5,460 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Great Valley Advisor Group first reported a position in EDOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $229K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Great Valley Advisor Group held 5,460 shares of First Trust Dow 30 Equal Weight ETF worth $222K as of Q1 2026.
Great Valley Advisor Group sold 84 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $3.54K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #923 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 6 quarters since.
Great Valley Advisor Group's First Trust Dow 30 Equal Weight ETF position peaked at $229K in Q4 2025.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.