Prime Capital Investment Advisors
EDOW icon

Prime Capital Investment Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Prime Capital Investment 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
2026
Q2 		– Sell
-5,000
Closed -$203K – 1103
2026
Q1 		$203K Hold
5,000
– – ﹤0.01% 981
2025
Q4 		$207K Buy
+5,000
New +$204K ﹤0.01% 954

Other funds holding EDOW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Prime Capital Investment Advisors's EDOW Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026, closing a stake of 5,000 shares — an estimated $203K sold.

Prime Capital Investment Advisors first reported a position in EDOW in Q4 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Prime Capital Investment Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,000 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $203K.
  • Prime Capital Investment Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2025 and held it in 2 quarters.
  • Prime Capital Investment Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $207K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.