POM Investment Strategies’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

POM Investment Strategies’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	$53.2K	Buy	1,206 +838	+228%	+$35.9K	0.06%	88
2026 Q1	$14.9K	Buy	+368	New	+$15.5K	0.02%	178
2025 Q3	–	Sell	-1	Closed	-$37	–	206
2025 Q2	$37	Sell	1 -196,683	-100%	-$7.08M	﹤0.01%	136
2025 Q1	$7.12M	Sell	196,684 -27,935	-12%	-$1.04M	8.33%	3
2024 Q4	$8.15M	Buy	224,619 +3,512	+2%	+$129K	6.14%	7
2024 Q3	$7.95M	Buy	221,107 +1,077	+0.5%	+$37.2K	6.21%	8
2024 Q2	$7.36M	Sell	220,030 -20,540	-9%	-$689K	5.89%	6
2024 Q1	$8.28M	Buy	240,570 +3,623	+2%	+$121K	6.78%	5
2023 Q4	$7.72M	Buy	+236,947	New	+$7.17M	7.08%	6

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

POM Investment Strategies's EDOW Position: Q2 2026 in Review

POM Investment Strategies increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 228% in Q2 2026, buying an estimated $35.9K and bringing the position to 1,206 shares worth $53.2K. The position accounts for 0.06% of the portfolio, ranked #88.

POM Investment Strategies first reported a position in EDOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.28M in Q1 2024. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

POM Investment Strategies held 1,206 shares of First Trust Dow 30 Equal Weight ETF worth $53.2K as of Q2 2026.
POM Investment Strategies bought 838 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $35.9K.
First Trust Dow 30 Equal Weight ETF made up 0.06% of POM Investment Strategies's portfolio in Q2 2026, its #88 holding.
POM Investment Strategies first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2023 and has held it in 9 quarters since.
POM Investment Strategies's First Trust Dow 30 Equal Weight ETF position peaked at $8.28M in Q1 2024.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.