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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
Q2 		$1.38M Buy
31,353
+876
+3% +$37.6K 0.21% 122
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 $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Harvest Investment Services's EDOW Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 2.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 31,353 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #122.

Harvest Investment Services first reported a position in EDOW in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Harvest Investment Services held 31,353 shares of First Trust Dow 30 Equal Weight ETF worth $1.38M as of Q2 2026.
  • Harvest Investment Services bought 876 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $37.6K.
  • First Trust Dow 30 Equal Weight ETF made up 0.21% of Harvest Investment Services's portfolio in Q2 2026, its #122 holding.
  • Harvest Investment Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.