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

Truist 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	$385K	Hold	9,481	–	–	﹤0.01%	2237
2025 Q4	$392K	Sell	9,481 -20	-0.2%	-$814	﹤0.01%	2172
2025 Q3	$379K	Sell	9,501 -25	-0.3%	-$979	﹤0.01%	2184
2025 Q2	$365K	Hold	9,526	–	–	﹤0.01%	2117
2025 Q1	$345K	Hold	9,526	–	–	﹤0.01%	2072
2024 Q4	$346K	Buy	9,526 +7	+0.1%	+$256	﹤0.01%	2079
2024 Q3	$342K	Hold	9,519	–	–	﹤0.01%	2061
2024 Q2	$319K	Hold	9,519	–	–	﹤0.01%	2263
2024 Q1	$328K	Hold	9,519	–	–	﹤0.01%	2243
2023 Q4	$310K	Hold	9,519	–	–	﹤0.01%	2285
2023 Q3	$276K	Hold	9,519	–	–	﹤0.01%	2294
2023 Q2	$287K	Buy	+9,519	New	+$282K	﹤0.01%	2273
2022 Q3	–	Sell	-386,106	Closed	-$10.5M	–	2562
2022 Q2	$10.5M	Sell	386,106 -4,770	-1%	-$140K	0.02%	556
2022 Q1	$12.1M	Buy	390,876 +51,865	+15%	+$1.61M	0.02%	581
2021 Q4	$10.8M	Buy	339,011 +17,193	+5%	+$535K	0.02%	620
2021 Q3	$9.64M	Buy	+321,818	New	+$9.94M	0.02%	651
2021 Q1	–	Sell	-575,477	Closed	-$15.6M	–	2658
2020 Q4	$15.6M	Sell	575,477 -28,186	-5%	-$725K	0.03%	475
2020 Q3	$14.7M	Buy	603,663 +35,476	+6%	+$861K	0.03%	445
2020 Q2	$13.2M	Sell	568,187 -390,286	-41%	-$8.8M	0.03%	461
2020 Q1	$19.4M	Buy	958,473 +183,578	+24%	+$4.44M	0.05%	353
2019 Q4	$20.2M	Buy	+774,895	New	+$19.5M	0.04%	412

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

Truist Financial's EDOW Position: Q1 2026 in Review

Truist Financial held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q1 2026 at 9,481 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Truist Financial first reported a position in EDOW in Q4 2019 and has held it in 21 quarters since. The position peaked at $20.2M in Q4 2019. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Truist Financial held 9,481 shares of First Trust Dow 30 Equal Weight ETF worth $385K as of Q1 2026.
Truist Financial left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q1 2026.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2237 holding.
Truist Financial first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2019 and has held it in 21 quarters since.
Truist Financial's First Trust Dow 30 Equal Weight ETF position peaked at $20.2M in Q4 2019.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.