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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
Q2 		$50K Hold
1,145
– – 0.01% 464
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 $1.89T 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

Hazlett, Burt & Watson's EDOW Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 1,145 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #464.

Hazlett, Burt & Watson first reported a position in EDOW in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Hazlett, Burt & Watson held 1,145 shares of First Trust Dow 30 Equal Weight ETF worth $50K as of Q2 2026.
  • Hazlett, Burt & Watson left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #464 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.