Advisor Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Advisor Group’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
2019 Q4	$220K	Buy	8,423 +1,242	+17%	+$31.2K	﹤0.01%	2324
2019 Q3	$176K	Buy	7,181 +2,990	+71%	+$73.1K	﹤0.01%	2413
2019 Q2	$103K	Hold	4,191	–	–	﹤0.01%	2836
2019 Q1	$99K	Buy	4,191 +933	+29%	+$21.4K	﹤0.01%	2870
2018 Q4	$70K	Buy	3,258 +79	+2%	+$1.79K	﹤0.01%	2947
2018 Q3	$75K	Buy	+3,179	New	+$72.9K	﹤0.01%	2967
2017 Q4	–	Sell	-100	Closed	-$2K	–	4985
2017 Q3	$2K	Buy	+100	New	+$2K	﹤0.01%	4532

Other funds holding EDOW

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PIM

Provident Investment Management Novi, Michigan $1.01B AUM 9.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's EDOW Position: Q4 2019 in Review

Advisor Group increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 17% in Q4 2019, buying an estimated $31.2K and bringing the position to 8,423 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Advisor Group first reported a position in EDOW in Q3 2017 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold EDOW as of Q4 2019.

Advisor Group held 8,423 shares of First Trust Dow 30 Equal Weight ETF worth $220K as of Q4 2019.
Advisor Group bought 1,242 First Trust Dow 30 Equal Weight ETF shares in Q4 2019, an estimated $31.2K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2324 holding.
Advisor Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2017 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.