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IEQ Capital’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

IEQ Capital’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 		– Sell
-17,316
Closed -$715K – 1941
2025
Q4 		$715K Hold
17,316
– – ﹤0.01% 1172
2025
Q3 		$692K Buy
+17,316
New +$678K ﹤0.01% 1161

Other funds holding EDOW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IEQ Capital's EDOW Position: Q1 2026 in Review

IEQ Capital sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2026, closing a stake of 17,316 shares — an estimated $715K sold.

IEQ Capital first reported a position in EDOW in Q3 2025 and held it in 2 quarters. The position peaked at $715K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • IEQ Capital reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 17,316 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $715K.
  • IEQ Capital first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2025 and held it in 2 quarters.
  • IEQ Capital's First Trust Dow 30 Equal Weight ETF position peaked at $715K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.