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

Tidemark’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	$20.9K	Hold	473	–	–	﹤0.01%	412
2026 Q1	$19.2K	Hold	473	–	–	﹤0.01%	375
2025 Q4	$19.5K	Hold	473	–	–	0.01%	352
2025 Q3	$18.9K	Hold	473	–	–	0.01%	370
2025 Q2	$18.1K	Hold	473	–	–	0.01%	382
2025 Q1	$17.1K	Hold	473	–	–	0.01%	364
2024 Q4	$17.2K	Hold	473	–	–	0.01%	369
2024 Q3	$17K	Hold	473	–	–	0.01%	364
2024 Q2	$15.8K	Hold	473	–	–	0.01%	357
2024 Q1	$16.3K	Sell	473 -351	-43%	-$11.7K	0.01%	369
2023 Q4	$26.9K	Buy	+824	New	+$24.9K	0.02%	298

Other funds holding EDOW

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tidemark's EDOW Position: Q2 2026 in Review

Tidemark held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 473 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Tidemark first reported a position in EDOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.9K in Q4 2023. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Tidemark held 473 shares of First Trust Dow 30 Equal Weight ETF worth $20.9K as of Q2 2026.
Tidemark left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #412 holding.
Tidemark first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's First Trust Dow 30 Equal Weight ETF position peaked at $26.9K in Q4 2023.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.