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J.W. Cole Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

J.W. Cole Advisors’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
-5,973
Closed -$247K – 936
2025
Q4 		$247K Sell
5,973
-203
-3% -$8.26K 0.01% 1202
2025
Q3 		$247K Sell
6,176
-472
-7% -$18.5K ﹤0.01% 1333
2025
Q2 		$255K Sell
6,648
-39
-0.6% -$1.4K 0.01% 1220
2025
Q1 		$242K Sell
6,687
-623
-9% -$23.1K 0.01% 1063
2024
Q4 		$265K Sell
7,310
-300
-4% -$11K 0.01% 827
2024
Q3 		$274K Buy
7,610
+42
+0.6% +$1.45K 0.01% 806
2024
Q2 		$253K Sell
7,568
-174
-2% -$5.83K 0.01% 764
2024
Q1 		$267K Buy
7,742
+20
+0.3% +$666 0.01% 734
2023
Q4 		$252K Sell
7,722
-128
-2% -$3.87K 0.01% 700
2023
Q3 		$228K Buy
7,850
+25
+0.3% +$755 0.02% 643
2023
Q2 		$236K Sell
7,825
-629
-7% -$18.7K 0.02% 655
2023
Q1 		$250K Sell
8,454
-475
-5% -$13.9K 0.02% 663
2022
Q4 		$257K Buy
8,929
+175
+2% +$4.93K 0.02% 613
2022
Q3 		$217K Buy
8,754
+175
+2% +$4.88K 0.02% 645
2022
Q2 		$233K Buy
8,579
+1,065
+14% +$31.2K 0.02% 624
2022
Q1 		$233K Buy
7,514
+17
+0.2% +$526 0.02% 699
2021
Q4 		$238K Buy
+7,497
New +$233K 0.02% 731

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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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

J.W. Cole Advisors's EDOW Position: Q1 2026 in Review

J.W. Cole Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2026, closing a stake of 5,973 shares — an estimated $247K sold.

J.W. Cole Advisors first reported a position in EDOW in Q4 2021 and held it in 17 quarters. The position peaked at $274K in Q3 2024. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • J.W. Cole Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,973 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $247K.
  • J.W. Cole Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and held it in 17 quarters.
  • J.W. Cole Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $274K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.