Guardian Wealth Advisors (North Carolina)’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.72M	Buy	84,278 +750	+0.9%	+$32.2K	0.21%	69
2026 Q1	$3.39M	Sell	83,528 -197	-0.2%	-$8.3K	0.21%	70
2025 Q4	$3.46M	Sell	83,725 -1,099	-1%	-$44.7K	0.21%	67
2025 Q3	$3.39M	Sell	84,824 -9,294	-10%	-$364K	0.22%	68
2025 Q2	$3.61M	Buy	+94,118	New	+$3.39M	0.25%	57

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

Guardian Wealth Advisors (North Carolina)'s EDOW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.9% in Q2 2026, buying an estimated $32.2K and bringing the position to 84,278 shares worth $3.72M. The position accounts for 0.21% of the portfolio, ranked #69.

Guardian Wealth Advisors (North Carolina) first reported a position in EDOW in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 84,278 shares of First Trust Dow 30 Equal Weight ETF worth $3.72M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 750 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $32.2K.
First Trust Dow 30 Equal Weight ETF made up 0.21% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #69 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.