Modern Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Modern Wealth 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	$28.6M	Buy	+648,710	New	+$27.8M	0.34%	70

Other funds holding EDOW

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Modern Wealth Management's EDOW Position: Q2 2026 in Review

Modern Wealth Management opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026: 648,710 shares worth $28.6M. The stake represents 0.34% of the portfolio and ranks #70 among its holdings.

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

Modern Wealth Management held 648,710 shares of First Trust Dow 30 Equal Weight ETF worth $28.6M as of Q2 2026.
First Trust Dow 30 Equal Weight ETF was a new Modern Wealth Management position in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 0.34% of Modern Wealth Management's portfolio in Q2 2026, its #70 holding.
77 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.