TCFG Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

TCFG Wealth Management’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	$636K	Hold	15,683	–	–	0.24%	102
2025 Q4	$648K	Sell	15,683 -263	-2%	-$10.7K	0.25%	107
2025 Q3	$637K	Hold	15,946	–	–	0.25%	98
2025 Q2	$611K	Buy	15,946 +91	+0.6%	+$3.27K	0.28%	95
2025 Q1	$574K	Hold	15,855	–	–	0.29%	95
2024 Q4	$575K	Sell	15,855 -18	-0.1%	-$659	0.29%	89
2024 Q3	$571K	Buy	+15,873	New	+$548K	0.29%	84

Other funds holding EDOW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCFG Wealth Management's EDOW Position: Q1 2026 in Review

TCFG Wealth Management held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q1 2026 at 15,683 shares worth $636K. The position accounts for 0.24% of the portfolio, ranked #102.

TCFG Wealth Management first reported a position in EDOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $648K in Q4 2025. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

TCFG Wealth Management held 15,683 shares of First Trust Dow 30 Equal Weight ETF worth $636K as of Q1 2026.
TCFG Wealth Management left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q1 2026.
First Trust Dow 30 Equal Weight ETF made up 0.24% of TCFG Wealth Management's portfolio in Q1 2026, its #102 holding.
TCFG Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $648K in Q4 2025.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.