UBS AM
EDOW icon

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

UBS AM’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 		$5.25M Hold
119,168
– – ﹤0.01% 1587
2026
Q1 		$4.83M Buy
+119,168
New +$5.02M ﹤0.01% 1570

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
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM's EDOW Position: Q2 2026 in Review

UBS AM held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 119,168 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

UBS AM first reported a position in EDOW in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • UBS AM held 119,168 shares of First Trust Dow 30 Equal Weight ETF worth $5.25M as of Q2 2026.
  • UBS AM 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 UBS AM's portfolio in Q2 2026, its #1587 holding.
  • UBS AM first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.