PWS
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
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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Proactive Wealth Strategies's EDOW Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 5.7% in Q2 2026, selling an estimated $20.5K and leaving 7,827 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #179.

Proactive Wealth Strategies first reported a position in EDOW in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Proactive Wealth Strategies held 7,827 shares of First Trust Dow 30 Equal Weight ETF worth $345K as of Q2 2026.
  • Proactive Wealth Strategies sold 477 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $20.5K.
  • First Trust Dow 30 Equal Weight ETF made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #179 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.