ORG Partners’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

ORG Partners’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
2025 Q4	$99.6K	Hold	2,412	–	–	0.02%	462
2025 Q3	$96.3K	Hold	2,412	–	–	0.02%	468
2025 Q2	$93.4K	Hold	2,412	–	–	0.02%	450
2025 Q1	$87.2K	Sell	2,412 -1,500	-38%	-$55.6K	0.02%	407
2024 Q4	$142K	Hold	3,912	–	–	0.02%	372
2024 Q3	$141K	Hold	3,912	–	–	0.02%	332
2024 Q2	$132K	Buy	+3,912	New	+$131K	0.02%	521
2024 Q1	–	Sell	-3,854	Closed	-$126K	–	682
2023 Q4	$126K	Hold	3,854	–	–	0.02%	366
2023 Q3	$112K	Hold	3,854	–	–	0.03%	388
2023 Q2	$116K	Sell	3,854 -8,369	-68%	-$248K	0.02%	480
2023 Q1	$365K	Buy	+12,223	New	+$359K	0.09%	121

Other funds holding EDOW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ORG Partners's EDOW Position: Q4 2025 in Review

ORG Partners held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q4 2025 at 2,412 shares worth $99.6K. The position accounts for 0.02% of the portfolio, ranked #462.

ORG Partners first reported a position in EDOW in Q1 2023 and has held it in 11 quarters since. The position peaked at $365K in Q1 2023. 71 funds tracked by Wall St. Rank hold EDOW as of Q4 2025.

ORG Partners held 2,412 shares of First Trust Dow 30 Equal Weight ETF worth $99.6K as of Q4 2025.
ORG Partners left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q4 2025.
First Trust Dow 30 Equal Weight ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #462 holding.
ORG Partners first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's First Trust Dow 30 Equal Weight ETF position peaked at $365K in Q1 2023.
71 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.