WE
EDOW icon

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

Wealth Effects’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 		$283K Sell
6,422
-539
-8% -$23.1K 0.08% 195
2026
Q1 		$282K Buy
6,961
+3
+0% +$126 0.1% 166
2025
Q4 		$287K Buy
6,958
+1
+0% +$41 0.09% 157
2025
Q3 		$278K Buy
6,957
+1
+0% +$39 0.09% 166
2025
Q2 		$267K Sell
6,956
-129
-2% -$4.64K 0.1% 165
2025
Q1 		$257K Sell
7,085
-499
-7% -$18.5K 0.11% 162
2024
Q4 		$275K Buy
7,584
+2
+0% +$73 0.1% 168
2024
Q3 		$273K Buy
7,582
+1
+0% +$35 0.1% 162
2024
Q2 		$254K Sell
7,581
-1,156
-13% -$38.8K 0.09% 162
2024
Q1 		$301K Buy
8,737
+2
+0% +$67 0.11% 150
2023
Q4 		$285K Buy
8,735
+2
+0% +$61 0.11% 160
2023
Q3 		$254K Sell
8,733
-699
-7% -$21.1K 0.13% 145
2023
Q2 		$284K Buy
9,432
+3
+0% +$89 0.13% 140
2023
Q1 		$279K Buy
9,429
+3
+0% +$88 0.14% 142
2022
Q4 		$272K Buy
9,426
+2
+0% +$56 0.16% 142
2022
Q3 		$234K Buy
9,424
+3
+0% +$84 0.14% 143
2022
Q2 		$256K Buy
9,421
+702
+8% +$20.5K 0.15% 139
2022
Q1 		$270K Sell
8,719
-7
-0.1% -$217 0.13% 152
2021
Q4 		$277K Buy
+8,726
New +$272K 0.12% 159

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

Wealth Effects's EDOW Position: Q2 2026 in Review

Wealth Effects reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 7.7% in Q2 2026, selling an estimated $23.1K and leaving 6,422 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #195.

Wealth Effects first reported a position in EDOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $301K in Q1 2024. 80 funds tracked by Wall St. Rank hold EDOW as of Q2 2026.

  • Wealth Effects held 6,422 shares of First Trust Dow 30 Equal Weight ETF worth $283K as of Q2 2026.
  • Wealth Effects sold 539 First Trust Dow 30 Equal Weight ETF shares in Q2 2026, an estimated $23.1K.
  • First Trust Dow 30 Equal Weight ETF made up 0.08% of Wealth Effects's portfolio in Q2 2026, its #195 holding.
  • Wealth Effects first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's First Trust Dow 30 Equal Weight ETF position peaked at $301K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.