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Regatta Research & Money Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Regatta Research & Money Management’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 		$1.13M Buy
+25,719
New +$1.1M 1.07% 19

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Regatta Research & Money Management's EDOW Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026: 25,719 shares worth $1.13M. The stake represents 1.07% of the portfolio and ranks #19 among its holdings.

53 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Regatta Research & Money Management held 25,719 shares of First Trust Dow 30 Equal Weight ETF worth $1.13M as of Q2 2026.
  • First Trust Dow 30 Equal Weight ETF was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Dow 30 Equal Weight ETF made up 1.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #19 holding.
  • 53 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.