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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vestmark Advisory Solutions's EDOW Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 116% in Q1 2026, buying an estimated $12.9M and bringing the position to 569,810 shares worth $23.1M. The position accounts for 0.26% of the portfolio, ranked #85.

Vestmark Advisory Solutions first reported a position in EDOW in Q2 2022 and has held it in 16 quarters since. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Vestmark Advisory Solutions held 569,810 shares of First Trust Dow 30 Equal Weight ETF worth $23.1M as of Q1 2026.
Vestmark Advisory Solutions bought 306,581 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $12.9M.
First Trust Dow 30 Equal Weight ETF made up 0.26% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #85 holding.
Vestmark Advisory Solutions first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2022 and has held it in 16 quarters since.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.