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

Merkkuri Wealth 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 		– Sell
-56
Closed -$2.27K – 145
2026
Q1 		$2.27K Buy
+56
New +$2.36K ﹤0.01% 306

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

Merkkuri Wealth Advisors's EDOW Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026, closing a stake of 56 shares — an estimated $2.27K sold.

Merkkuri Wealth Advisors first reported a position in EDOW in Q1 2026 and held it in 1 quarter. The position peaked at $2.27K in Q1 2026. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 56 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $2.27K.
  • Merkkuri Wealth Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $2.27K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.