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Hazlett, Burt & Watson’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Hazlett, Burt & Watson’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 		$46K Hold
1,145
– – 0.01% 461
2025
Q4 		$47K Buy
1,145
+750
+190% +$30.5K 0.02% 455
2025
Q3 		$16K Buy
+395
New +$15.5K 0.01% 604

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

Hazlett, Burt & Watson's EDOW Position: Q1 2026 in Review

Hazlett, Burt & Watson held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q1 2026 at 1,145 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #461.

Hazlett, Burt & Watson first reported a position in EDOW in Q3 2025 and has held it in 3 quarters since. The position peaked at $47K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Hazlett, Burt & Watson held 1,145 shares of First Trust Dow 30 Equal Weight ETF worth $46K as of Q1 2026.
  • Hazlett, Burt & Watson left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q1 2026.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #461 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • Hazlett, Burt & Watson's First Trust Dow 30 Equal Weight ETF position peaked at $47K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.