Rockefeller Capital Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Rockefeller Capital Management’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	$11.4K	Sell	280 -1,350	-83%	-$56.9K	﹤0.01%	3945
2025 Q4	$67.3K	Buy	1,630 +1,351	+484%	+$55K	﹤0.01%	2929
2025 Q3	$11.1K	Buy	+279	New	+$10.9K	﹤0.01%	3603
2023 Q1	–	Sell	-159	Closed	-$4K	–	2501
2022 Q4	$4K	Hold	159	–	–	﹤0.01%	3370
2022 Q3	$3K	Hold	159	–	–	﹤0.01%	3475
2022 Q2	$4K	Hold	159	–	–	﹤0.01%	3532
2022 Q1	$4K	Hold	159	–	–	﹤0.01%	3400
2021 Q4	$5K	Hold	159	–	–	﹤0.01%	3256
2021 Q3	$4K	Hold	159	–	–	﹤0.01%	3226
2021 Q2	$4K	Hold	159	–	–	﹤0.01%	3078
2021 Q1	$4K	Hold	159	–	–	﹤0.01%	2954
2020 Q4	$4K	Buy	+159	New	+$4.09K	﹤0.01%	2478

Other funds holding EDOW

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Rockefeller Capital Management's EDOW Position: Q1 2026 in Review

Rockefeller Capital Management reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 83% in Q1 2026, selling an estimated $56.9K and leaving 280 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

Rockefeller Capital Management first reported a position in EDOW in Q4 2020 and has held it in 12 quarters since. The position peaked at $67.3K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Rockefeller Capital Management held 280 shares of First Trust Dow 30 Equal Weight ETF worth $11.4K as of Q1 2026.
Rockefeller Capital Management sold 1,350 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $56.9K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3945 holding.
Rockefeller Capital Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and has held it in 12 quarters since.
Rockefeller Capital Management's First Trust Dow 30 Equal Weight ETF position peaked at $67.3K in Q4 2025.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.