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

Summit Investment Advisors’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 		$3M Buy
79,091
+1,454
+2% +$52.3K 2.47% 13
2025
Q1 		$2.74M Buy
77,637
+4,137
+6% +$153K 2.44% 13
2024
Q4 		$2.8M Buy
+73,500
New +$2.69M 2.49% 15

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Summit Investment Advisors's EDOW Position: Q2 2025 in Review

Summit Investment Advisors increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 1.9% in Q2 2025, buying an estimated $52.3K and bringing the position to 79,091 shares worth $3M. The position accounts for 2.47% of the portfolio, ranked #13.

Summit Investment Advisors first reported a position in EDOW in Q4 2024 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold EDOW as of Q2 2025.

  • Summit Investment Advisors held 79,091 shares of First Trust Dow 30 Equal Weight ETF worth $3M as of Q2 2025.
  • Summit Investment Advisors bought 1,454 First Trust Dow 30 Equal Weight ETF shares in Q2 2025, an estimated $52.3K.
  • First Trust Dow 30 Equal Weight ETF made up 2.47% of Summit Investment Advisors's portfolio in Q2 2025, its #13 holding.
  • Summit Investment Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.