Ignite Planners’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Ignite Planners’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	$4.16M	Buy	94,330 +54	+0.1%	+$2.32K	0.57%	42
2026 Q1	$3.82M	Buy	94,276 +59	+0.1%	+$2.49K	0.59%	39
2025 Q4	$3.99M	Buy	94,217 +3,577	+4%	+$146K	0.61%	41
2025 Q3	$3.62M	Buy	90,640 +59	+0.1%	+$2.31K	0.59%	40
2025 Q2	$3.49M	Sell	90,581 -598	-0.7%	-$21.5K	0.61%	41
2025 Q1	$3.21M	Sell	91,179 -1,569	-2%	-$58.1K	0.63%	40
2024 Q4	$3.37M	Sell	92,748 -10,876	-10%	-$398K	0.74%	31
2024 Q3	$3.73M	Sell	103,624 -8,123	-7%	-$280K	0.85%	29
2024 Q2	$3.77M	Sell	111,747 -9,243	-8%	-$310K	0.92%	26
2024 Q1	$4.15M	Sell	120,990 -8,451	-7%	-$281K	1.16%	18
2023 Q4	$4.23M	Sell	129,441 -4,239	-3%	-$128K	1.26%	14
2023 Q3	$3.83M	Sell	133,680 -61,699	-32%	-$1.86M	1.17%	14
2023 Q2	$5.78M	Sell	195,379 -3,358	-2%	-$99.6K	2.22%	7
2023 Q1	$5.93M	Sell	198,737 -1,597	-0.8%	-$46.8K	2.44%	5
2022 Q4	$5.99M	Buy	+200,334	New	+$5.64M	2.51%	4

Other funds holding EDOW

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ignite Planners's EDOW Position: Q2 2026 in Review

Ignite Planners increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.06% in Q2 2026, buying an estimated $2.32K and bringing the position to 94,330 shares worth $4.16M. The position accounts for 0.57% of the portfolio, ranked #42.

Ignite Planners first reported a position in EDOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.99M in Q4 2022. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Ignite Planners held 94,330 shares of First Trust Dow 30 Equal Weight ETF worth $4.16M as of Q2 2026.
Ignite Planners bought 54 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $2.32K.
First Trust Dow 30 Equal Weight ETF made up 0.57% of Ignite Planners's portfolio in Q2 2026, its #42 holding.
Ignite Planners first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Ignite Planners's First Trust Dow 30 Equal Weight ETF position peaked at $5.99M in Q4 2022.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.