SWP
EDOW icon

Stratos Wealth Partners’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Stratos Wealth Partners’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 		$582K Sell
13,200
-386
-3% -$16.6K 0.01% 1076
2026
Q1 		$551K Buy
13,586
+1
+0% +$42 0.01% 1025
2025
Q4 		$561K Buy
13,585
+500
+4% +$20.4K 0.01% 1001
2025
Q3 		$523K Sell
13,085
-90
-0.7% -$3.52K 0.01% 1000
2025
Q2 		$505K Sell
13,175
-672
-5% -$24.2K 0.01% 924
2025
Q1 		$502K Sell
13,847
-2,509
-15% -$93K 0.01% 885
2024
Q4 		$593K Buy
16,356
+1,360
+9% +$49.8K 0.01% 864
2024
Q3 		$539K Sell
14,996
-62,168
-81% -$2.15M 0.01% 917
2024
Q2 		$2.58M Buy
77,164
+2,304
+3% +$77.3K 0.04% 387
2024
Q1 		$2.58M Buy
74,860
+61,185
+447% +$2.04M 0.04% 381
2023
Q4 		$446K Sell
13,675
-408
-3% -$12.3K 0.01% 910
2023
Q3 		$409K Hold
14,083
– – 0.01% 895
2023
Q2 		$424K Sell
14,083
-3,116
-18% -$92.4K 0.01% 829
2023
Q1 		$508K Sell
17,199
-2,432
-12% -$71.3K 0.01% 697
2022
Q4 		$566K Hold
19,631
– – 0.01% 688
2022
Q3 		$487K Sell
19,631
-1,791
-8% -$49.9K 0.01% 694
2022
Q2 		$582K Sell
21,422
-252
-1% -$7.37K 0.01% 671
2022
Q1 		$672K Hold
21,674
– – 0.02% 693
2021
Q4 		$688K Sell
21,674
-1,056
-5% -$32.9K 0.02% 696
2021
Q3 		$681K Sell
22,730
-600
-3% -$18.5K 0.02% 644
2021
Q2 		$714K Buy
+23,330
New +$709K 0.02% 655

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

Stratos Wealth Partners's EDOW Position: Q2 2026 in Review

Stratos Wealth Partners reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 2.8% in Q2 2026, selling an estimated $16.6K and leaving 13,200 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #1076.

Stratos Wealth Partners first reported a position in EDOW in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.58M in Q2 2024. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Stratos Wealth Partners held 13,200 shares of First Trust Dow 30 Equal Weight ETF worth $582K as of Q2 2026.
  • Stratos Wealth Partners sold 386 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $16.6K.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1076 holding.
  • Stratos Wealth Partners first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
  • Stratos Wealth Partners's First Trust Dow 30 Equal Weight ETF position peaked at $2.58M in Q2 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.