Raymond James Financial’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Raymond James Financial’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	$4.93M	Sell	121,432 -33,896	-22%	-$1.43M	﹤0.01%	2609
2025 Q4	$6.42M	Buy	155,328 +52,972	+52%	+$2.16M	﹤0.01%	2308
2025 Q3	$4.09M	Sell	102,356 -62,266	-38%	-$2.44M	﹤0.01%	2611
2025 Q2	$6.31M	Buy	164,622 +66,639	+68%	+$2.4M	﹤0.01%	2211
2025 Q1	$3.55M	Sell	97,983 -23,874	-20%	-$885K	﹤0.01%	2564
2024 Q4	$4.42M	Buy	+121,857	New	+$4.46M	﹤0.01%	2399

Other funds holding EDOW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's EDOW Position: Q1 2026 in Review

Raymond James Financial reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 22% in Q1 2026, selling an estimated $1.43M and leaving 121,432 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Raymond James Financial first reported a position in EDOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.42M in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Raymond James Financial held 121,432 shares of First Trust Dow 30 Equal Weight ETF worth $4.93M as of Q1 2026.
Raymond James Financial sold 33,896 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $1.43M.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2609 holding.
Raymond James Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's First Trust Dow 30 Equal Weight ETF position peaked at $6.42M in Q4 2025.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.