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

ACG 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
2022
Q3 		– Sell
-2,359
Closed -$64K – 436
2022
Q2 		$64K Buy
+2,359
New +$69K 0.01% 400

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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

ACG Wealth's EDOW Position: Q3 2022 in Review

ACG Wealth sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2022, closing a stake of 2,359 shares — an estimated $64K sold.

ACG Wealth first reported a position in EDOW in Q2 2022 and held it in 1 quarter. The position peaked at $64K in Q2 2022. 46 funds tracked by Wall St. Rank hold EDOW as of Q3 2022.

  • ACG Wealth reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,359 First Trust Dow 30 Equal Weight ETF shares in Q3 2022, an estimated $64K.
  • ACG Wealth first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's First Trust Dow 30 Equal Weight ETF position peaked at $64K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.