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Independent Advisor Alliance’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Independent Advisor Alliance’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 		– Sell
-175,084
Closed -$7.1M – 1178
2026
Q1 		$7.1M Buy
+175,084
New +$7.38M 0.08% 242
2025
Q1 		– Sell
-186,356
Closed -$6.76M – 933
2024
Q4 		$6.76M Buy
+186,356
New +$6.82M 0.09% 215

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

Independent Advisor Alliance's EDOW Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026, closing a stake of 175,084 shares — an estimated $7.1M sold.

Independent Advisor Alliance first reported a position in EDOW in Q4 2024 and held it in 2 quarters. The position peaked at $7.1M in Q1 2026. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 175,084 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $7.1M.
  • Independent Advisor Alliance first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Dow 30 Equal Weight ETF position peaked at $7.1M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.