Sound Income Strategies’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Sound Income 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	–	Sell	-450	Closed	-$18.2K	–	994
2026 Q1	$18.2K	Hold	450	–	–	﹤0.01%	1229
2025 Q4	$19K	Buy	+450	New	+$18.3K	﹤0.01%	1175
2023 Q3	–	Sell	-1	Closed	-$28	–	1168
2023 Q2	$28	Buy	+1	New	+$30	﹤0.01%	1095

Other funds holding EDOW

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sound Income Strategies's EDOW Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2026, closing a stake of 450 shares — an estimated $18.2K sold.

Sound Income Strategies first reported a position in EDOW in Q2 2023 and held it in 3 quarters. The position peaked at $19K in Q4 2025. 21 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 450 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $18.2K.
Sound Income Strategies first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2023 and held it in 3 quarters.
Sound Income Strategies's First Trust Dow 30 Equal Weight ETF position peaked at $19K in Q4 2025.
21 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.