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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Financial's EDOW Position: Q1 2026 in Review

Summit Financial reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.7% in Q1 2026, selling an estimated $1.81K and leaving 6,071 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Summit Financial first reported a position in EDOW in Q4 2025 and has held it in 2 quarters since. The position peaked at $252K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

  • Summit Financial held 6,071 shares of First Trust Dow 30 Equal Weight ETF worth $246K as of Q1 2026.
  • Summit Financial sold 43 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $1.81K.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1268 holding.
  • Summit Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's First Trust Dow 30 Equal Weight ETF position peaked at $252K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.