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Steward Partners Investment Advisory’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Steward Partners Investment Advisory’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 		$17.7K Hold
402
– – ﹤0.01% 3463
2026
Q1 		$16.3K Hold
402
– – ﹤0.01% 3325
2025
Q4 		$16.6K Hold
402
– – ﹤0.01% 3216
2025
Q3 		$16.1K Sell
402
-1,086
-73% -$42.5K ﹤0.01% 3182
2025
Q2 		$57K Sell
1,488
-271
-15% -$9.75K ﹤0.01% 2405
2025
Q1 		$63.7K Buy
1,759
+5
+0.3% +$185 ﹤0.01% 2252
2024
Q4 		$63.6K Sell
1,754
-260
-13% -$9.51K ﹤0.01% 2211
2024
Q3 		$72.4K Buy
2,014
+7
+0.3% +$242 ﹤0.01% 2044
2024
Q2 		$67.2K Buy
2,007
+7
+0.4% +$235 ﹤0.01% 1958
2024
Q1 		$68.9K Buy
2,000
+7
+0.4% +$233 ﹤0.01% 1953
2023
Q4 		$65K Sell
1,993
-517
-21% -$15.6K ﹤0.01% 1864
2023
Q3 		$72.9K Buy
2,510
+10
+0.4% +$302 ﹤0.01% 1731
2023
Q2 		$75.3K Buy
2,500
+10
+0.4% +$297 ﹤0.01% 1717
2023
Q1 		$73.6K Buy
2,490
+10
+0.4% +$293 ﹤0.01% 1706
2022
Q4 		$71.5K Buy
2,480
+11
+0.4% +$310 ﹤0.01% 1692
2022
Q3 		$61K Buy
2,469
+11
+0.4% +$307 ﹤0.01% 1700
2022
Q2 		$67K Buy
2,458
+9
+0.4% +$263 ﹤0.01% 1660
2022
Q1 		$76K Buy
2,449
+9
+0.4% +$279 ﹤0.01% 1713
2021
Q4 		$77K Buy
2,440
+9
+0.4% +$280 ﹤0.01% 1706
2021
Q3 		$73K Buy
2,431
+7
+0.3% +$216 ﹤0.01% 1690
2021
Q2 		$74K Sell
2,424
-1,992
-45% -$60.6K ﹤0.01% 2665
2021
Q1 		$131K Sell
4,416
-442
-9% -$12.5K ﹤0.01% 1489
2020
Q4 		$132K Buy
4,858
+408
+9% +$10.5K ﹤0.01% 1249
2020
Q3 		$109K Buy
4,450
+1,000
+29% +$24.3K ﹤0.01% 1185
2020
Q2 		$80K Buy
+3,450
New +$77.8K ﹤0.01% 1236

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Steward Partners Investment Advisory's EDOW Position: Q2 2026 in Review

Steward Partners Investment Advisory held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 402 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Steward Partners Investment Advisory first reported a position in EDOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $132K in Q4 2020. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Steward Partners Investment Advisory held 402 shares of First Trust Dow 30 Equal Weight ETF worth $17.7K as of Q2 2026.
  • Steward Partners Investment Advisory left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3463 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2020 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's First Trust Dow 30 Equal Weight ETF position peaked at $132K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.