Kovack Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Kovack 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 Q2	$2.88M	Buy	65,057 +1	+0%	+$43	0.14%	145
2026 Q1	$2.64M	Sell	65,056 -53	-0.1%	-$2.23K	0.14%	136
2025 Q4	$2.69M	Buy	65,109 +299	+0.5%	+$12.2K	0.13%	143
2025 Q3	$2.59M	Buy	64,810 +12,201	+23%	+$478K	0.24%	80
2025 Q2	$2.02M	Buy	52,609 +300	+0.6%	+$10.8K	0.2%	99
2025 Q1	$1.89M	Buy	52,309 +15,001	+40%	+$556K	0.2%	97
2024 Q4	$1.35M	Buy	37,308 +1	+0%	+$37	0.13%	129
2024 Q3	$1.34M	Buy	37,307 +1	+0%	+$35	0.14%	126
2024 Q2	$1.25M	Buy	+37,306	New	+$1.25M	0.14%	147

Other funds holding EDOW

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kovack Advisors's EDOW Position: Q2 2026 in Review

Kovack Advisors increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0% in Q2 2026, buying an estimated $43 and bringing the position to 65,057 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #145.

Kovack Advisors first reported a position in EDOW in Q2 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Kovack Advisors held 65,057 shares of First Trust Dow 30 Equal Weight ETF worth $2.88M as of Q2 2026.
Kovack Advisors bought 1 First Trust Dow 30 Equal Weight ETF share in Q2 2026, an estimated $43.
First Trust Dow 30 Equal Weight ETF made up 0.14% of Kovack Advisors's portfolio in Q2 2026, its #145 holding.
Kovack Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.