Kirkwood Financial Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Kirkwood Financial Services’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	$6.17M	Buy	+140,147	New	+$6.01M	1.76%	13

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kirkwood Financial Services's EDOW Position: Q2 2026 in Review

Kirkwood Financial Services opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026: 140,147 shares worth $6.17M. The stake represents 1.76% of the portfolio and ranks #13 among its holdings.

80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Kirkwood Financial Services held 140,147 shares of First Trust Dow 30 Equal Weight ETF worth $6.17M as of Q2 2026.
First Trust Dow 30 Equal Weight ETF was a new Kirkwood Financial Services position in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 1.76% of Kirkwood Financial Services's portfolio in Q2 2026, its #13 holding.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Kirkwood Financial Services's 13F filing for Q2 2026, filed 25 Aug 2026.