Stifel Financial’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Stifel 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 Q1	$748K	Buy	18,449 +4,039	+28%	+$170K	﹤0.01%	2625
2025 Q4	$595K	Buy	14,410 +2,832	+24%	+$115K	﹤0.01%	2766
2025 Q3	$462K	Sell	11,578 -1,439	-11%	-$56.3K	﹤0.01%	2867
2025 Q2	$499K	Buy	13,017 +370	+3%	+$13.3K	﹤0.01%	2781
2025 Q1	$458K	Buy	12,647 +2,362	+23%	+$87.5K	﹤0.01%	2727
2024 Q4	$373K	Buy	10,285 +730	+8%	+$26.7K	﹤0.01%	2853
2024 Q3	$344K	Buy	9,555 +915	+11%	+$31.6K	﹤0.01%	2889
2024 Q2	$289K	Buy	8,640 +46	+0.5%	+$1.54K	﹤0.01%	2934
2024 Q1	$296K	Sell	8,594 -1,584	-16%	-$52.7K	﹤0.01%	2923
2023 Q4	$332K	Sell	10,178 -3,720	-27%	-$113K	﹤0.01%	2791
2023 Q3	$403K	Buy	13,898 +1,677	+14%	+$50.7K	﹤0.01%	2616
2023 Q2	$368K	Buy	+12,221	New	+$362K	﹤0.01%	2714
2023 Q1	–	Sell	-10,762	Closed	-$310K	–	3351
2022 Q4	$310K	Buy	+10,762	New	+$303K	﹤0.01%	2744

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

Stifel Financial's EDOW Position: Q1 2026 in Review

Stifel Financial increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 28% in Q1 2026, buying an estimated $170K and bringing the position to 18,449 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Stifel Financial first reported a position in EDOW in Q4 2022 and has held it in 13 quarters since. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Stifel Financial held 18,449 shares of First Trust Dow 30 Equal Weight ETF worth $748K as of Q1 2026.
Stifel Financial bought 4,039 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $170K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2625 holding.
Stifel Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and has held it in 13 quarters since.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.