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

Kestra Private Wealth 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
Q2 		$396K Sell
8,979
-649
-7% -$27.8K ﹤0.01% 1371
2026
Q1 		$391K Sell
9,628
-477
-5% -$20.1K ﹤0.01% 1324
2025
Q4 		$417K Buy
10,105
+101
+1% +$4.11K 0.01% 1270
2025
Q3 		$400K Sell
10,004
-599
-6% -$23.5K 0.01% 1216
2025
Q2 		$406K Sell
10,603
-318
-3% -$11.4K 0.01% 1129
2025
Q1 		$396K Sell
10,921
-959
-8% -$35.5K 0.01% 1075
2024
Q4 		$431K Buy
11,880
+202
+2% +$7.39K 0.01% 994
2024
Q3 		$420K Buy
11,678
+401
+4% +$13.8K 0.01% 949
2024
Q2 		$377K Sell
11,277
-100
-0.9% -$3.35K 0.01% 949
2024
Q1 		$392K Buy
11,377
+341
+3% +$11.4K 0.01% 901
2023
Q4 		$360K Buy
11,036
+123
+1% +$3.72K 0.01% 869
2023
Q3 		$317K Buy
10,913
+231
+2% +$6.98K 0.01% 847
2023
Q2 		$322K Sell
10,682
-747
-7% -$22.2K 0.01% 797
2023
Q1 		$338K Buy
11,429
+330
+3% +$9.68K 0.01% 741
2022
Q4 		$320K Buy
11,099
+101
+0.9% +$2.85K 0.02% 652
2022
Q3 		$273K Buy
10,998
+104
+1% +$2.9K 0.02% 684
2022
Q2 		$296K Sell
10,894
-218
-2% -$6.38K 0.02% 663
2022
Q1 		$345K Sell
11,112
-296
-3% -$9.16K 0.02% 695
2021
Q4 		$362K Buy
11,408
+463
+4% +$14.4K 0.02% 696
2021
Q3 		$328K Buy
10,945
+351
+3% +$10.8K 0.02% 669
2021
Q2 		$324K Buy
10,594
+26
+0.2% +$791 0.02% 648
2021
Q1 		$313K Sell
10,568
-220
-2% -$6.22K 0.02% 592
2020
Q4 		$292K Buy
+10,788
New +$277K 0.02% 570

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 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

Kestra Private Wealth Services's EDOW Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 6.7% in Q2 2026, selling an estimated $27.8K and leaving 8,979 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Kestra Private Wealth Services first reported a position in EDOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $431K in Q4 2024. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Kestra Private Wealth Services held 8,979 shares of First Trust Dow 30 Equal Weight ETF worth $396K as of Q2 2026.
  • Kestra Private Wealth Services sold 649 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $27.8K.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1371 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's First Trust Dow 30 Equal Weight ETF position peaked at $431K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.