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 Q2	$864K	Buy	19,597 +1,148	+6%	+$49.2K	﹤0.01%	2647
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 $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

LPL Financial 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stifel Financial's EDOW Position: Q2 2026 in Review

Stifel Financial increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 6.2% in Q2 2026, buying an estimated $49.2K and bringing the position to 19,597 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Stifel Financial first reported a position in EDOW in Q4 2022 and has held it in 14 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Stifel Financial held 19,597 shares of First Trust Dow 30 Equal Weight ETF worth $864K as of Q2 2026.
Stifel Financial bought 1,148 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $49.2K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2647 holding.
Stifel Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.