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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
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 $1.66T 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's EDOW Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2026: 175,084 shares worth $7.1M. The stake represents 0.08% of the portfolio and ranks #242 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in EDOW as recently as Q4 2024.

Independent Advisor Alliance first reported a position in EDOW in Q4 2024 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Independent Advisor Alliance held 175,084 shares of First Trust Dow 30 Equal Weight ETF worth $7.1M as of Q1 2026.
  • First Trust Dow 30 Equal Weight ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Dow 30 Equal Weight ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #242 holding.
  • Independent Advisor Alliance first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.