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

NewEdge 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	$1.02M	Sell	23,037 -1,515	-6%	-$65K	﹤0.01%	1650
2026 Q1	$996K	Sell	24,552 -186,383	-88%	-$7.85M	﹤0.01%	1509
2025 Q4	$8.71M	Buy	210,935 +10,636	+5%	+$433K	0.03%	478
2025 Q3	$8M	Buy	200,299 +10,443	+6%	+$409K	0.04%	461
2025 Q2	$7.28M	Buy	189,856 +23,386	+14%	+$841K	0.04%	447
2025 Q1	$6.03M	Buy	166,470 +50,403	+43%	+$1.87M	0.04%	450
2024 Q4	$4.21M	Sell	116,067 -37,267	-24%	-$1.36M	0.03%	559
2024 Q3	$5.52M	Buy	153,334 +15,334	+11%	+$529K	0.04%	436
2024 Q2	$4.62M	Buy	138,000 +20,696	+18%	+$694K	0.03%	472
2024 Q1	$4.04M	Sell	117,304 -546,574	-82%	-$18.2M	0.04%	454
2023 Q4	$21.8M	Buy	663,878 +99,352	+18%	+$3.01M	0.21%	110
2023 Q3	$16.4M	Buy	564,526 +43,087	+8%	+$1.3M	0.18%	126
2023 Q2	$15.7M	Buy	521,439 +64,227	+14%	+$1.91M	0.18%	128
2023 Q1	$13.5M	Buy	457,212 +12,890	+3%	+$378K	0.17%	134
2022 Q4	$11.5M	Buy	444,322 +128,924	+41%	+$3.63M	0.31%	72
2022 Q3	$7.83M	Buy	315,398 +163,841	+108%	+$4.57M	0.13%	173
2022 Q2	$4.12M	Buy	+151,557	New	+$4.43M	0.07%	272

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

NewEdge Advisors's EDOW Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 6.2% in Q2 2026, selling an estimated $65K and leaving 23,037 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

NewEdge Advisors first reported a position in EDOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.8M in Q4 2023. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

NewEdge Advisors held 23,037 shares of First Trust Dow 30 Equal Weight ETF worth $1.02M as of Q2 2026.
NewEdge Advisors sold 1,515 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $65K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1650 holding.
NewEdge Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
NewEdge Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $21.8M in Q4 2023.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.