1776 Wealth’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-310	Closed	-$7K	–	165
2020 Q2	$7K	Sell	310 -1,131	-78%	-$25.5K	﹤0.01%	299
2020 Q1	$35K	Buy	1,441 +310	+27%	+$7.49K	0.01%	247
2019 Q4	$29K	Buy	+1,131	New	+$28.4K	0.02%	215

Other funds holding EDOW

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

1776 Wealth's EDOW Position: Q3 2020 in Review

1776 Wealth sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2020, closing a stake of 310 shares — an estimated $7K sold.

1776 Wealth first reported a position in EDOW in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q1 2020. 18 funds tracked by Wall St. Rank hold EDOW as of Q3 2020.

1776 Wealth reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 310 First Trust Dow 30 Equal Weight ETF shares in Q3 2020, an estimated $7K.
1776 Wealth first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's First Trust Dow 30 Equal Weight ETF position peaked at $35K in Q1 2020.
18 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.