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Harbour Investments’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Harbour Investments’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 		$607K Buy
14,955
+2,307
+18% +$97.2K 0.01% 965
2025
Q4 		$522K Buy
12,648
+4,467
+55% +$182K 0.01% 835
2025
Q3 		$327K Sell
8,181
-1,750
-18% -$68.5K 0.01% 1014
2025
Q2 		$381K Hold
9,931
– – 0.01% 883
2025
Q1 		$360K Sell
9,931
-250
-2% -$9.27K 0.01% 847
2024
Q4 		$369K Sell
10,181
-400
-4% -$14.6K 0.01% 800
2024
Q3 		$381K Sell
10,581
-1,118
-10% -$38.6K 0.01% 764
2024
Q2 		$392K Sell
11,699
-78
-0.7% -$2.62K 0.01% 695
2024
Q1 		$406K Buy
11,777
+1,179
+11% +$39.3K 0.01% 667
2023
Q4 		$345K Sell
10,598
-23,176
-69% -$701K 0.01% 666
2023
Q3 		$980K Sell
33,774
-1,740
-5% -$52.6K 0.05% 332
2023
Q2 		$1.07M Sell
35,514
-1,138
-3% -$33.8K 0.05% 322
2023
Q1 		$1.08M Sell
36,652
-3,087
-8% -$90.6K 0.06% 304
2022
Q4 		$1.15M Sell
39,739
-3,319
-8% -$93.5K 0.07% 270
2022
Q3 		$1.17M Hold
43,058
– – 0.08% 249
2022
Q2 		$1.17M Buy
+43,058
New +$1.26M 0.08% 249
2021
Q4 		$505K Sell
15,885
-898
-5% -$27.9K 0.03% 428
2021
Q3 		$503K Sell
16,783
-1,229
-7% -$38K 0.02% 638
2021
Q2 		$552K Buy
18,012
+2,325
+15% +$70.7K 0.02% 640
2021
Q1 		$464K Buy
+15,687
New +$444K 0.02% 634

Other funds holding EDOW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Harbour Investments's EDOW Position: Q1 2026 in Review

Harbour Investments increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 18% in Q1 2026, buying an estimated $97.2K and bringing the position to 14,955 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #965.

Harbour Investments first reported a position in EDOW in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q3 2022. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Harbour Investments held 14,955 shares of First Trust Dow 30 Equal Weight ETF worth $607K as of Q1 2026.
  • Harbour Investments bought 2,307 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $97.2K.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #965 holding.
  • Harbour Investments first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's First Trust Dow 30 Equal Weight ETF position peaked at $1.17M in Q3 2022.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.