Kestra Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Kestra Advisory Services’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	$1.98M	Buy	48,816 +5,509	+13%	+$232K	0.01%	1308
2025 Q4	$1.79M	Buy	43,307 +748	+2%	+$30.4K	0.01%	1286
2025 Q3	$1.7M	Sell	42,559 -1,408	-3%	-$55.1K	0.01%	1247
2025 Q2	$1.69M	Sell	43,967 -4,429	-9%	-$159K	0.01%	1172
2025 Q1	$1.75M	Buy	48,396 +1,202	+3%	+$44.5K	0.01%	1047
2024 Q4	$1.71M	Sell	47,194 -292	-0.6%	-$10.7K	0.01%	1088
2024 Q3	$1.71M	Sell	47,486 -4,973	-9%	-$172K	0.01%	1034
2024 Q2	$1.76M	Sell	52,459 -2,576	-5%	-$86.4K	0.01%	1030
2024 Q1	$1.9M	Sell	55,035 -350,083	-86%	-$11.7M	0.01%	905
2023 Q4	$13.2M	Sell	405,118 -399,330	-50%	-$12.1M	0.11%	205
2023 Q3	$23.4M	Buy	804,448 +250,518	+45%	+$7.57M	0.23%	92
2023 Q2	$16.7M	Buy	+553,930	New	+$16.4M	0.17%	127
2022 Q4	–	Sell	-15,900	Closed	-$395K	–	2277
2022 Q3	$395K	Buy	15,900 +1,656	+12%	+$46.2K	﹤0.01%	1444
2022 Q2	$387K	Sell	14,244 -1,987	-12%	-$58.1K	﹤0.01%	1469
2022 Q1	$503K	Sell	16,231 -5,890	-27%	-$182K	0.01%	1297
2021 Q4	$703K	Buy	22,121 +567	+3%	+$17.6K	0.01%	1142
2021 Q3	$646K	Buy	+21,554	New	+$666K	0.01%	1249

Other funds holding EDOW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kestra Advisory Services's EDOW Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 13% in Q1 2026, buying an estimated $232K and bringing the position to 48,816 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #1308.

Kestra Advisory Services first reported a position in EDOW in Q3 2021 and has held it in 17 quarters since. The position peaked at $23.4M in Q3 2023. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Kestra Advisory Services held 48,816 shares of First Trust Dow 30 Equal Weight ETF worth $1.98M as of Q1 2026.
Kestra Advisory Services bought 5,509 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $232K.
First Trust Dow 30 Equal Weight ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1308 holding.
Kestra Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2021 and has held it in 17 quarters since.
Kestra Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $23.4M in Q3 2023.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.