Vestmark Advisory Solutions’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Vestmark Advisory Solutions’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	$25.1M	Hold	569,810	–	–	0.24%	92
2026 Q1	$23.1M	Buy	569,810 +306,581	+116%	+$12.9M	0.26%	85
2025 Q4	$10.9M	Sell	263,229 -6,799	-3%	-$277K	0.15%	138
2025 Q3	$10.8M	Sell	270,028 -288,796	-52%	-$11.3M	0.21%	103
2025 Q2	$21.4M	Buy	558,824 +245,925	+79%	+$8.85M	0.31%	71
2025 Q1	$11.3M	Sell	312,899 -28,328	-8%	-$1.05M	0.29%	71
2024 Q4	$12.4M	Buy	341,227 +3,239	+1%	+$119K	0.43%	49
2024 Q3	$12.2M	Sell	337,988 -5,164	-2%	-$178K	0.45%	43
2024 Q2	$11.5M	Buy	343,152 +6,209	+2%	+$208K	0.48%	38
2024 Q1	$11.6M	Buy	336,943 +11,536	+4%	+$384K	0.5%	41
2023 Q4	$10.6M	Buy	325,407 +5,718	+2%	+$173K	0.54%	36
2023 Q3	$9.28M	Sell	319,689 -35,570	-10%	-$1.07M	0.67%	31
2023 Q2	$10.7M	Buy	355,259 +173,565	+96%	+$5.15M	0.41%	51
2023 Q1	$5.37M	Buy	181,694 +55,144	+44%	+$1.62M	0.23%	116
2022 Q4	$3.65M	Buy	126,550 +49,838	+65%	+$1.4M	0.18%	164
2022 Q3	$1.9M	Buy	76,712 +44,263	+136%	+$1.23M	0.11%	266
2022 Q2	$882K	Buy	+32,449	New	+$949K	0.05%	397

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

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

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

Vestmark Advisory Solutions's EDOW Position: Q2 2026 in Review

Vestmark Advisory Solutions held its First Trust Dow 30 Equal Weight ETF (EDOW) position steady in Q2 2026 at 569,810 shares worth $25.1M. The position accounts for 0.24% of the portfolio, ranked #92.

Vestmark Advisory Solutions first reported a position in EDOW in Q2 2022 and has held it in 17 quarters since. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

Vestmark Advisory Solutions held 569,810 shares of First Trust Dow 30 Equal Weight ETF worth $25.1M as of Q2 2026.
Vestmark Advisory Solutions left its First Trust Dow 30 Equal Weight ETF share count unchanged in Q2 2026.
First Trust Dow 30 Equal Weight ETF made up 0.24% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #92 holding.
Vestmark Advisory Solutions first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.