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

Summit 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 		$263K Sell
5,962
-109
-2% -$4.67K ﹤0.01% 1396
2026
Q1 		$246K Sell
6,071
-43
-0.7% -$1.81K ﹤0.01% 1268
2025
Q4 		$252K Buy
+6,114
New +$249K ﹤0.01% 1147

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

Summit Financial's EDOW Position: Q2 2026 in Review

Summit Financial reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 1.8% in Q2 2026, selling an estimated $4.67K and leaving 5,962 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Summit Financial first reported a position in EDOW in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Summit Financial held 5,962 shares of First Trust Dow 30 Equal Weight ETF worth $263K as of Q2 2026.
  • Summit Financial sold 109 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $4.67K.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1396 holding.
  • Summit Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

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