NA
EDOW icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 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

NewEdge Advisors's EDOW Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 88% in Q1 2026, selling an estimated $7.85M and leaving 24,552 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

NewEdge Advisors first reported a position in EDOW in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.8M in Q4 2023. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • NewEdge Advisors held 24,552 shares of First Trust Dow 30 Equal Weight ETF worth $996K as of Q1 2026.
  • NewEdge Advisors sold 186,383 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $7.85M.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1509 holding.
  • NewEdge Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $21.8M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.