Perigon Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Perigon Wealth Management’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	$213K	Buy	+4,826	New	+$207K	﹤0.01%	1339

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

Perigon Wealth Management's EDOW Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026: 4,826 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings.

80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Perigon Wealth Management held 4,826 shares of First Trust Dow 30 Equal Weight ETF worth $213K as of Q2 2026.
First Trust Dow 30 Equal Weight ETF was a new Perigon Wealth Management position in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1339 holding.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.