Nations Financial Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Nations Financial Group’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	$239K	Hold	5,425	–	–	0.01%	703
2026 Q1	$220K	Hold	5,425	–	–	0.01%	715
2025 Q4	$224K	Sell	5,425 -100	-2%	-$4.07K	0.01%	688
2025 Q3	$221K	Hold	5,525	–	–	0.01%	653
2025 Q2	$212K	Hold	5,525	–	–	0.01%	636
2025 Q1	$200K	Hold	5,525	–	–	0.02%	621
2024 Q4	$200K	Buy	+5,525	New	+$202K	0.01%	641
2022 Q3	–	Sell	-7,975	Closed	-$217K	–	540
2022 Q2	$217K	Hold	7,975	–	–	0.03%	470
2022 Q1	$247K	Buy	+7,975	New	+$247K	0.03%	461

Other funds holding EDOW

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 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

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

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

Nations Financial Group's EDOW Position: Q2 2026 in Review

Nations Financial Group held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 5,425 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #703.

Nations Financial Group first reported a position in EDOW in Q1 2022 and has held it in 9 quarters since. The position peaked at $247K in Q1 2022. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Nations Financial Group held 5,425 shares of First Trust Dow 30 Equal Weight ETF worth $239K as of Q2 2026.
Nations Financial Group left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #703 holding.
Nations Financial Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2022 and has held it in 9 quarters since.
Nations Financial Group's First Trust Dow 30 Equal Weight ETF position peaked at $247K in Q1 2022.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.