Raymond James Financial
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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
Q2 		$5M Sell
113,295
-8,137
-7% -$349K ﹤0.01% 2732
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
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
VAS
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

Raymond James Financial's EDOW Position: Q2 2026 in Review

Raymond James Financial reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 6.7% in Q2 2026, selling an estimated $349K and leaving 113,295 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Raymond James Financial first reported a position in EDOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.42M in Q4 2025. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Raymond James Financial held 113,295 shares of First Trust Dow 30 Equal Weight ETF worth $5M as of Q2 2026.
  • Raymond James Financial sold 8,137 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $349K.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2732 holding.
  • Raymond James Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's First Trust Dow 30 Equal Weight ETF position peaked at $6.42M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.