Morgan Stanley
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Morgan Stanley’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Morgan Stanley’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 		$65.9M Sell
1,494,901
-31,779
-2% -$1.36M ﹤0.01% 1956
2026
Q1 		$61.9M Buy
1,526,680
+751,422
+97% +$31.7M ﹤0.01% 1878
2025
Q4 		$32M Sell
775,258
-13,895
-2% -$566K ﹤0.01% 2510
2025
Q3 		$31.5M Sell
789,153
-5,527
-0.7% -$216K ﹤0.01% 2444
2025
Q2 		$30.5M Buy
794,680
+6,555
+0.8% +$236K ﹤0.01% 2399
2025
Q1 		$28.5M Sell
788,125
-29,079
-4% -$1.08M ﹤0.01% 2330
2024
Q4 		$29.6M Sell
817,204
-81,312
-9% -$2.98M ﹤0.01% 2345
2024
Q3 		$32.3M Sell
898,516
-17,562
-2% -$606K ﹤0.01% 2291
2024
Q2 		$30.7M Buy
916,078
+7,707
+0.8% +$258K ﹤0.01% 2208
2024
Q1 		$31.3M Sell
908,371
-17,347
-2% -$578K ﹤0.01% 2207
2023
Q4 		$30.2M Sell
925,718
-10,104
-1% -$306K ﹤0.01% 2238
2023
Q3 		$27.2M Buy
935,822
+50,502
+6% +$1.53M ﹤0.01% 2137
2023
Q2 		$26.7M Sell
885,320
-14,811
-2% -$439K ﹤0.01% 2166
2023
Q1 		$26.6M Buy
900,131
+171,701
+24% +$5.04M ﹤0.01% 2123
2022
Q4 		$21M Buy
728,430
+180,104
+33% +$5.07M ﹤0.01% 2286
2022
Q3 		$13.6M Buy
548,326
+28,082
+5% +$783K ﹤0.01% 2625
2022
Q2 		$14.1M Buy
520,244
+144,045
+38% +$4.21M ﹤0.01% 2675
2022
Q1 		$11.7M Buy
376,199
+122,577
+48% +$3.79M ﹤0.01% 2727
2021
Q4 		$8.05M Buy
253,622
+246,132
+3,286% +$7.66M ﹤0.01% 3184
2021
Q3 		$224K Sell
7,490
-55
-0.7% -$1.7K ﹤0.01% 5939
2021
Q2 		$231K Hold
7,545
– – ﹤0.01% 5941
2021
Q1 		$223K Hold
7,545
– – ﹤0.01% 5601
2020
Q4 		$205K Buy
+7,545
New +$194K ﹤0.01% 5574

Other funds holding EDOW

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

Morgan Stanley's EDOW Position: Q2 2026 in Review

Morgan Stanley reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 2.1% in Q2 2026, selling an estimated $1.36M and leaving 1,494,901 shares worth $65.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Morgan Stanley first reported a position in EDOW in Q4 2020 and has held it in 23 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Morgan Stanley held 1,494,901 shares of First Trust Dow 30 Equal Weight ETF worth $65.9M as of Q2 2026.
  • Morgan Stanley sold 31,779 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $1.36M.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1956 holding.
  • Morgan Stanley first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.