LPL Financial
EDOW icon

LPL Financial’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

LPL Financial’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 		$26.9M Sell
609,457
-604,520
-50% -$25.9M 0.01% 1387
2026
Q1 		$49.3M Buy
1,213,977
+122,330
+11% +$5.15M 0.01% 928
2025
Q4 		$45.1M Buy
1,091,647
+10,950
+1% +$446K 0.01% 917
2025
Q3 		$43.2M Buy
1,080,697
+97,576
+10% +$3.82M 0.01% 921
2025
Q2 		$37.7M Sell
983,121
-91,002
-8% -$3.27M 0.01% 911
2025
Q1 		$38.9M Sell
1,074,123
-70,966
-6% -$2.63M 0.02% 804
2024
Q4 		$41.5M Buy
1,145,089
+195,414
+21% +$7.15M 0.02% 743
2024
Q3 		$34.2M Buy
949,675
+27,722
+3% +$957K 0.02% 778
2024
Q2 		$30.9M Buy
921,953
+10,735
+1% +$360K 0.02% 773
2024
Q1 		$31.4M Buy
911,218
+3,451
+0.4% +$115K 0.02% 738
2023
Q4 		$29.6M Sell
907,767
-27,511
-3% -$832K 0.02% 705
2023
Q3 		$27.2M Sell
935,278
-7,408
-0.8% -$224K 0.02% 677
2023
Q2 		$28.4M Sell
942,686
-22,401
-2% -$664K 0.02% 647
2023
Q1 		$28.5M Sell
965,087
-140,805
-13% -$4.13M 0.02% 610
2022
Q4 		$31.9M Buy
1,105,892
+212,693
+24% +$5.99M 0.03% 516
2022
Q3 		$22.2M Sell
893,199
-23,016
-3% -$642K 0.02% 606
2022
Q2 		$24.9M Sell
916,215
-6,797
-0.7% -$199K 0.02% 562
2022
Q1 		$28.6M Buy
923,012
+32,420
+4% +$1M 0.02% 530
2021
Q4 		$28.3M Sell
890,592
-9,555
-1% -$297K 0.02% 544
2021
Q3 		$27M Sell
900,147
-66,864
-7% -$2.07M 0.03% 507
2021
Q2 		$29.6M Buy
967,011
+284,070
+42% +$8.64M 0.03% 453
2021
Q1 		$20.2M Buy
682,941
+242,931
+55% +$6.87M 0.02% 542
2020
Q4 		$12M Buy
440,010
+402,719
+1,080% +$10.4M 0.02% 670
2020
Q3 		$910K Sell
37,291
-37,282
-50% -$905K ﹤0.01% 2020
2020
Q2 		$1.74M Buy
74,573
+12,259
+20% +$276K ﹤0.01% 1440
2020
Q1 		$1.26M Buy
62,314
+21,590
+53% +$522K ﹤0.01% 1466
2019
Q4 		$1.06M Sell
40,724
-40,450
-50% -$1.02M ﹤0.01% 1795
2019
Q3 		$1.99M Buy
81,174
+60,553
+294% +$1.48M ﹤0.01% 1250
2019
Q2 		$504K Buy
20,621
+1,295
+7% +$31K ﹤0.01% 2278
2019
Q1 		$457K Sell
19,326
-4,069
-17% -$93.3K ﹤0.01% 2295
2018
Q4 		$498K Buy
+23,395
New +$530K ﹤0.01% 2043

Other funds holding EDOW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial's EDOW Position: Q2 2026 in Review

LPL Financial reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 50% in Q2 2026, selling an estimated $25.9M and leaving 609,457 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1387.

LPL Financial first reported a position in EDOW in Q4 2018 and has held it in 31 quarters since. The position peaked at $49.3M in Q1 2026. 38 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • LPL Financial held 609,457 shares of First Trust Dow 30 Equal Weight ETF worth $26.9M as of Q2 2026.
  • LPL Financial sold 604,520 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $25.9M.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1387 holding.
  • LPL Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
  • LPL Financial's First Trust Dow 30 Equal Weight ETF position peaked at $49.3M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.