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
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
-943,065
-51% -$31.4M ﹤0.01% 2207
2023
Q4 		$60.4M Buy
1,851,436
+915,614
+98% +$27.7M ﹤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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley's EDOW Position: Q1 2026 in Review

Morgan Stanley increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 97% in Q1 2026, buying an estimated $31.7M and bringing the position to 1,526,680 shares worth $61.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Morgan Stanley first reported a position in EDOW in Q4 2020 and has held it in 22 quarters since. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Morgan Stanley held 1,526,680 shares of First Trust Dow 30 Equal Weight ETF worth $61.9M as of Q1 2026.
  • Morgan Stanley bought 751,422 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $31.7M.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1878 holding.
  • Morgan Stanley first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.