SFPG
EDOW icon

Stonebridge Financial Planning Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Stonebridge Financial Planning Group’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
2025
Q2 		– Sell
-6,123
Closed -$222K – 166
2025
Q1 		$222K Buy
6,123
+6
+0.1% +$222 0.1% 154
2024
Q4 		$222K Sell
6,117
-951
-13% -$34.8K 0.1% 154
2024
Q3 		$254K Sell
7,068
-93
-1% -$3.21K 0.12% 138
2024
Q2 		$240K Sell
7,161
-298
-4% -$9.99K 0.12% 144
2024
Q1 		$257K Hold
7,459
– – 0.14% 138
2023
Q4 		$243K Sell
7,459
-478
-6% -$14.5K 0.14% 134
2023
Q3 		$230K Hold
7,937
– – 0.15% 129
2023
Q2 		$239K Hold
7,937
– – 0.15% 124
2023
Q1 		$235K Hold
7,937
– – 0.15% 113
2022
Q4 		$229K Buy
+7,937
New +$224K 0.15% 114
2022
Q3 		– Sell
-8,087
Closed -$220K – 116
2022
Q2 		$220K Sell
8,087
-935
-10% -$27.4K 0.15% 107
2022
Q1 		$280K Buy
9,022
+1
+0% +$31 0.16% 96
2021
Q4 		$278K Sell
9,021
-797
-8% -$24.8K 0.15% 101
2021
Q3 		$310K Buy
9,818
+1,600
+19% +$49.4K 0.15% 101
2021
Q2 		$254K Hold
8,218
– – 0.13% 104
2021
Q1 		$248K Sell
8,218
-1,514
-16% -$42.8K 0.14% 98
2020
Q4 		$264K Buy
+9,732
New +$250K 0.17% 89

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Stonebridge Financial Planning Group's EDOW Position: Q2 2025 in Review

Stonebridge Financial Planning Group sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2025, closing a stake of 6,123 shares — an estimated $222K sold.

Stonebridge Financial Planning Group first reported a position in EDOW in Q4 2020 and held it in 17 quarters. The position peaked at $310K in Q3 2021. 65 funds tracked by Wall St. Rank hold EDOW as of Q2 2025.

  • Stonebridge Financial Planning Group reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 6,123 First Trust Dow 30 Equal Weight ETF shares in Q2 2025, an estimated $222K.
  • Stonebridge Financial Planning Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and held it in 17 quarters.
  • Stonebridge Financial Planning Group's First Trust Dow 30 Equal Weight ETF position peaked at $310K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2025, filed 6 Aug 2025.