HIS
EDOW icon

Harvest Investment Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Harvest Investment 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
Q1 		$1.24M Sell
30,477
-965
-3% -$40.7K 0.23% 107
2025
Q4 		$1.3M Buy
+31,442
New +$1.28M 0.25% 100

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

Harvest Investment Services's EDOW Position: Q1 2026 in Review

Harvest Investment Services reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 3.1% in Q1 2026, selling an estimated $40.7K and leaving 30,477 shares worth $1.24M. The position accounts for 0.23% of the portfolio, ranked #107.

Harvest Investment Services first reported a position in EDOW in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Harvest Investment Services held 30,477 shares of First Trust Dow 30 Equal Weight ETF worth $1.24M as of Q1 2026.
  • Harvest Investment Services sold 965 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $40.7K.
  • First Trust Dow 30 Equal Weight ETF made up 0.23% of Harvest Investment Services's portfolio in Q1 2026, its #107 holding.
  • Harvest Investment Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • Harvest Investment Services's First Trust Dow 30 Equal Weight ETF position peaked at $1.3M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.