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

AE Wealth Management’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
2024
Q1 		– Sell
-238,259
Closed -$7.86M – 1371
2023
Q4 		$7.86M Buy
238,259
+82,680
+53% +$2.5M 0.04% 459
2023
Q3 		$4.52M Buy
+155,579
New +$4.7M 0.03% 573
2019
Q3 		– Sell
-13,126
Closed -$321K – 1008
2019
Q2 		$321K Buy
+13,126
New +$314K 0.01% 726

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AE Wealth Management's EDOW Position: Q1 2024 in Review

AE Wealth Management sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2024, closing a stake of 238,259 shares — an estimated $7.86M sold.

AE Wealth Management first reported a position in EDOW in Q2 2019 and held it in 3 quarters. The position peaked at $7.86M in Q4 2023. 66 funds tracked by Wall St. Rank hold EDOW as of Q1 2024.

  • AE Wealth Management reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 238,259 First Trust Dow 30 Equal Weight ETF shares in Q1 2024, an estimated $7.86M.
  • AE Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2019 and held it in 3 quarters.
  • AE Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $7.86M in Q4 2023.
  • 66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.