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

TCFG 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
2026
Q2 		$697K Buy
15,804
+121
+0.8% +$5.19K 0.23% 113
2026
Q1 		$636K Buy
+15,683
New +$661K 0.24% 102

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TCFG Investment Advisors's EDOW Position: Q2 2026 in Review

TCFG Investment Advisors increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.77% in Q2 2026, buying an estimated $5.19K and bringing the position to 15,804 shares worth $697K. The position accounts for 0.23% of the portfolio, ranked #113.

TCFG Investment Advisors first reported a position in EDOW in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • TCFG Investment Advisors held 15,804 shares of First Trust Dow 30 Equal Weight ETF worth $697K as of Q2 2026.
  • TCFG Investment Advisors bought 121 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $5.19K.
  • First Trust Dow 30 Equal Weight ETF made up 0.23% of TCFG Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • TCFG Investment Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.