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Plante Moran Financial Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Plante Moran Financial 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
2025
Q4 		– Sell
-1,022
Closed -$40.8K – 836
2025
Q3 		$40.8K Buy
+1,022
New +$40K ﹤0.01% 369

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plante Moran Financial Advisors's EDOW Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2025, closing a stake of 1,022 shares — an estimated $40.8K sold.

Plante Moran Financial Advisors first reported a position in EDOW in Q3 2025 and held it in 1 quarter. The position peaked at $40.8K in Q3 2025. 71 funds tracked by Wall St. Rank hold EDOW as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,022 First Trust Dow 30 Equal Weight ETF shares in Q4 2025, an estimated $40.8K.
  • Plante Moran Financial Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $40.8K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.