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Sigma Planning Corp’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Sigma Planning Corp’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 		– Sell
-5,408
Closed -$219K – 1423
2026
Q1 		$219K Hold
5,408
– – 0.01% 1196
2025
Q4 		$223K Sell
5,408
-5,428
-50% -$221K 0.01% 1167
2025
Q3 		$433K Sell
10,836
-9,349
-46% -$366K 0.01% 873
2025
Q2 		$774K Sell
20,185
-31,059
-61% -$1.12M 0.02% 597
2025
Q1 		$1.86M Sell
51,244
-1,497
-3% -$55.5K 0.06% 304
2024
Q4 		$1.91M Buy
52,741
+218
+0.4% +$7.98K 0.06% 293
2024
Q3 		$1.89M Sell
52,523
-1,040
-2% -$35.9K 0.06% 303
2024
Q2 		$1.79M Buy
53,563
+652
+1% +$21.9K 0.06% 322
2024
Q1 		$1.82M Buy
52,911
+33,122
+167% +$1.1M 0.06% 335
2023
Q4 		$645K Sell
19,789
-35,269
-64% -$1.07M 0.05% 379
2023
Q3 		$1.6M Buy
55,058
+41,574
+308% +$1.26M 0.06% 319
2023
Q2 		$406K Buy
13,484
+521
+4% +$15.5K 0.01% 818
2023
Q1 		$383K Buy
12,963
+1,166
+10% +$34.2K 0.01% 916
2022
Q4 		$340K Sell
11,797
-47
-0.4% -$1.32K 0.01% 916
2022
Q3 		$294K Sell
11,844
-262
-2% -$7.3K 0.01% 956
2022
Q2 		$329K Sell
12,106
-210
-2% -$6.14K 0.01% 947
2022
Q1 		$382K Sell
12,316
-476
-4% -$14.7K 0.01% 958
2021
Q4 		$406K Sell
12,792
-264
-2% -$8.21K 0.01% 934
2021
Q3 		$391K Sell
13,056
-712
-5% -$22K 0.01% 923
2021
Q2 		$422K Buy
13,768
+314
+2% +$9.55K 0.01% 908
2021
Q1 		$398K Buy
+13,454
New +$380K 0.01% 867
2020
Q4 		– Sell
-10,794
Closed -$263K – 1215
2020
Q3 		$263K Sell
10,794
-1,221
-10% -$29.6K 0.01% 842
2020
Q2 		$280K Buy
+12,015
New +$271K 0.01% 800

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

Sigma Planning Corp's EDOW Position: Q2 2026 in Review

Sigma Planning Corp sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026, closing a stake of 5,408 shares — an estimated $219K sold.

Sigma Planning Corp first reported a position in EDOW in Q2 2020 and held it in 23 quarters. The position peaked at $1.91M in Q4 2024. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Sigma Planning Corp reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 5,408 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $219K.
  • Sigma Planning Corp first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2020 and held it in 23 quarters.
  • Sigma Planning Corp's First Trust Dow 30 Equal Weight ETF position peaked at $1.91M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.