EDOW — FIRST TRUST DOW 30 EQL WGHT
As of Q2 2026, 8 SEC-registered investment managers reported holding EDOW (FIRST TRUST DOW 30 EQL WGHT) in their latest 13F filings, with a combined reported value of $81.51M across 1.85M shares. That is -3.2% by share count (-60.23K shares) versus the previous quarter, while reported value moved +5.2%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.49M | $65.91M | 0.00% | Reduce |
| UBS Group AG history | 212.80K | $9.38M | 0.00% | Reduce |
| Goldman Sachs Group history | 103.54K | $4.56M | 0.00% | Hold |
| Bank of America Corp history | 26.73K | $1.18M | 0.00% | Add |
| Citadel Advisors history | 6.94K | $305.90K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.74K | $121.10K | 0.00% | New |
| BlackRock Inc history | 886 | $39.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 209 | $9.22K | 0.00% | Hold |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.53M | $61.94M | 0.00% | Add |
| UBS Group AG history | 229.07K | $9.29M | 0.00% | Add |
| Goldman Sachs Group history | 103.54K | $4.20M | 0.00% | Add |
| Bank of America Corp history | 26.33K | $1.07M | 0.00% | Add |
| Citadel Advisors history | 21.15K | $857.99K | 0.00% | New |
| BlackRock Inc history | 1.00K | $40.57K | 0.00% | Hold |
| Wells Fargo & Co history | 1.00K | $40.57K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 209 | $8.49K | 0.00% | Add |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 775.26K | $32.02M | 0.00% | Reduce |
| Goldman Sachs Group history | 28.04K | $1.16M | 0.00% | Reduce |
| Bank of America Corp history | 26.13K | $1.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.61K | $66.73K | 0.00% | Hold |
| BlackRock Inc history | 1.00K | $41.30K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 207 | $8.55K | 0.00% | Hold |
| UBS Group AG history | 162 | $6.69K | 0.00% | Reduce |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 789.15K | $31.52M | 0.00% | Reduce |
| Goldman Sachs Group history | 35.87K | $1.43M | 0.00% | Add |
| Bank of America Corp history | 31.07K | $1.24M | 0.00% | Reduce |
| UBS Group AG history | 28.69K | $1.15M | 0.00% | Add |
| Citadel Advisors history | 6.34K | $253.30K | 0.00% | New |
| JPMorgan Chase & Co history | 1.61K | $64.53K | 0.00% | Add |
| BlackRock Inc history | 1.00K | $39.94K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 207 | $8.27K | 0.00% | Add |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 794.68K | $30.46M | 0.00% | Add |
| Bank of America Corp history | 33.41K | $1.28M | 0.00% | Add |
| Goldman Sachs Group history | 29.91K | $1.15M | 0.00% | Reduce |
| UBS Group AG history | 26.81K | $1.03M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.54K | $59.23K | 0.00% | Reduce |
| BlackRock Inc history | 1.00K | $38.33K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 191 | $7.32K | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 788.12K | $28.55M | 0.00% | Reduce |
| Goldman Sachs Group history | 47.85K | $1.73M | 0.00% | Reduce |
| Bank of America Corp history | 22.39K | $811.06K | 0.00% | Reduce |
| Citadel Advisors history | 12.48K | $452.18K | 0.00% | Reduce |
| UBS Group AG history | 11.15K | $404.01K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.52K | $91.18K | 0.00% | Reduce |
| BlackRock Inc history | 1.00K | $36.22K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 191 | $6.92K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.74K sh · $121.10K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 1.00K sh · $40.57K
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.49M | 1.53M | 775.26K | 789.15K | 794.68K | 788.12K | 817.20K | 898.52K | 916.08K | 908.37K | 925.72K | 935.82K | 885.32K | 900.13K | 728.43K | 548.33K | 520.24K | 376.20K | 253.62K | 7.49K |
| UBS Group AG | 212.80K | 229.07K | 162 | 28.69K | 26.81K | 11.15K | 11.90K | — | — | 106 | 2.76K | 1.58K | 1.22K | 2.23K | 1.10K | — | 185 | 729 | 366 | — |
| Goldman Sachs Group | 103.54K | 103.54K | 28.04K | 35.87K | 29.91K | 47.85K | 49.77K | 34.06K | 26.86K | 26.86K | 13.05K | 13.05K | 13.05K | 13.05K | 13.05K | 24.76K | — | 74.84K | 25.31K | 25.31K |
| Bank of America Corp | 26.73K | 26.33K | 26.13K | 31.07K | 33.41K | 22.39K | 22.57K | 57.31K | 78.78K | 83.25K | 88.10K | 84.94K | 18.98K | 17.69K | 15.88K | 16.37K | 14.70K | 15.19K | 12.33K | 14.48K |
| Citadel Advisors | 6.94K | 21.15K | — | 6.34K | — | 12.48K | 30.14K | 5.63K | — | — | — | 7.64K | 27.18K | — | — | 67.96K | 18.26K | — | — | — |
| JPMorgan Chase & Co | 2.74K | — | 1.61K | 1.61K | 1.54K | 2.52K | 3.06K | 3.06K | 536 | 536 | 536 | 536 | 6 | 6 | 6 | — | — | — | — | — |
| BlackRock Inc | 886 | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 209 | 209 | 207 | 207 | 191 | 191 | — | 1 | — | — | 1 | 1 | — | — | — | — | — | — | 1 | — |
| Wells Fargo & Co | — | 1.00K | — | — | — | — | 1.83K | — | 132 | 132 | — | — | — | — | 157 | 157 | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | 1.98K | — | 1.47K | 739 | 735 | 731 | 728 | 724 | 1.80K | 2.50K | 2.49K | 2.48K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details