PIS
EDOW icon

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
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

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VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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