Proactive Wealth Strategies
EDOW icon

Proactive Wealth Strategies’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Proactive Wealth 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
Q3 		$348K Buy
7,850
+23
+0.3% +$1.04K 0.05% 175
2026
Q2 		$345K Sell
7,827
-477
-6% -$20.5K 0.06% 179
2026
Q1 		$337K Buy
+8,304
New +$350K 0.06% 170

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kirkwood Financial Services
Kirkwood Financial Services San Antonio, Texas $365M AUM 14.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Proactive Wealth Strategies's EDOW Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.29% in Q3 2026, buying an estimated $1.04K and bringing the position to 7,850 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #175.

Proactive Wealth Strategies first reported a position in EDOW in Q1 2026 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold EDOW as of Q3 2026.

  • Proactive Wealth Strategies held 7,850 shares of First Trust Dow 30 Equal Weight ETF worth $348K as of Q3 2026.
  • Proactive Wealth Strategies bought 23 First Trust Dow 30 Equal Weight ETF shares in Q3 2026, an estimated $1.04K.
  • First Trust Dow 30 Equal Weight ETF made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #175 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2026 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.