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 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 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

Wealth Effects's EDOW Position: Q1 2026 in Review

Wealth Effects increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.04% in Q1 2026, buying an estimated $126 and bringing the position to 6,961 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #166.

Wealth Effects first reported a position in EDOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $301K in Q1 2024. 81 funds tracked by Wall St. Rank hold EDOW as of Q1 2026.

Wealth Effects held 6,961 shares of First Trust Dow 30 Equal Weight ETF worth $282K as of Q1 2026.
Wealth Effects bought 3 First Trust Dow 30 Equal Weight ETF shares in Q1 2026, an estimated $126.
First Trust Dow 30 Equal Weight ETF made up 0.1% of Wealth Effects's portfolio in Q1 2026, its #166 holding.
Wealth Effects first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's First Trust Dow 30 Equal Weight ETF position peaked at $301K in Q1 2024.
81 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.