Integrated Wealth Concepts
EDOW icon

Integrated Wealth Concepts’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Integrated Wealth Concepts’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 		$238K Sell
5,401
-86
-2% -$3.69K ﹤0.01% 2129
2026
Q1 		$223K Buy
5,487
+140
+3% +$5.9K ﹤0.01% 2044
2025
Q4 		$221K Buy
5,347
+235
+5% +$9.6K ﹤0.01% 1470
2025
Q3 		$204K Buy
+5,112
New +$200K ﹤0.01% 1851
2025
Q1 		– Sell
-57,351
Closed -$2.08M – 1767
2024
Q4 		$2.08M Buy
57,351
+5,113
+10% +$187K 0.02% 543
2024
Q3 		$1.88M Sell
52,238
-2,187
-4% -$75.5K 0.02% 565
2024
Q2 		$1.82M Sell
54,425
-509
-0.9% -$17.1K 0.02% 540
2024
Q1 		$1.89M Sell
54,934
-11,326
-17% -$377K 0.03% 536
2023
Q4 		$2.16M Sell
66,260
-2,897
-4% -$87.7K 0.04% 451
2023
Q3 		$2.01M Buy
+69,157
New +$2.09M 0.04% 452

Other funds holding EDOW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Modern Wealth Management
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
Vestmark Advisory Solutions
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
Kirkwood Financial Services
Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Integrated Wealth Concepts's EDOW Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 1.6% in Q2 2026, selling an estimated $3.69K and leaving 5,401 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Integrated Wealth Concepts first reported a position in EDOW in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2023. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Integrated Wealth Concepts held 5,401 shares of First Trust Dow 30 Equal Weight ETF worth $238K as of Q2 2026.
  • Integrated Wealth Concepts sold 86 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $3.69K.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2129 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's First Trust Dow 30 Equal Weight ETF position peaked at $2.16M in Q4 2023.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.