American Portfolios Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

American Portfolios Advisors’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	$15.2K	Sell	614 -20	-3%	-$558	﹤0.01%	2322
2022 Q2	$17.2K	Sell	634 -47	-7%	-$1.38K	﹤0.01%	2297
2022 Q1	$21.1K	Sell	681 -249	-27%	-$7.71K	﹤0.01%	2339
2021 Q4	$29.5K	Sell	930 -1,396	-60%	-$43.4K	﹤0.01%	2141
2021 Q3	$69.7K	Sell	2,326 -4,065	-64%	-$126K	﹤0.01%	1610
2021 Q2	$196K	Buy	6,391 +994	+18%	+$30.2K	0.01%	1106
2021 Q1	$160K	Buy	+5,397	New	+$153K	0.01%	1126
2020 Q4	–	Sell	-988	Closed	-$24.1K	–	3009
2020 Q3	$24.1K	Sell	988 -981	-50%	-$23.8K	﹤0.01%	1618
2020 Q2	$45.8K	Buy	1,969 +1,390	+240%	+$31.3K	﹤0.01%	1320
2020 Q1	$11.7K	Sell	579 -284	-33%	-$6.86K	﹤0.01%	1743
2019 Q4	$22.5K	Sell	863 -13,744	-94%	-$346K	﹤0.01%	1675
2019 Q3	$358K	Buy	14,607 +13,761	+1,627%	+$336K	0.03%	510
2019 Q2	$20.7K	Sell	846 -152	-15%	-$3.64K	﹤0.01%	1649
2019 Q1	$23.6K	Buy	+998	New	+$22.9K	﹤0.01%	1530
2018 Q4	–	Sell	-568	Closed	-$13.4K	–	2445
2018 Q3	$13.4K	Hold	568	–	–	﹤0.01%	1636
2018 Q2	$12.4K	Hold	568	–	–	﹤0.01%	1643
2018 Q1	$12.2K	Sell	568 -2,842	-83%	-$63.2K	﹤0.01%	1565
2017 Q4	$75.5K	Buy	+3,410	New	+$72.5K	0.01%	835

Other funds holding EDOW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

American Portfolios Advisors's EDOW Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 3.2% in Q3 2022, selling an estimated $558 and leaving 614 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

American Portfolios Advisors first reported a position in EDOW in Q4 2017 and has held it in 18 quarters since. The position peaked at $358K in Q3 2019. 46 funds tracked by Wall St. Rank hold EDOW as of Q3 2022.

American Portfolios Advisors held 614 shares of First Trust Dow 30 Equal Weight ETF worth $15.2K as of Q3 2022.
American Portfolios Advisors sold 20 First Trust Dow 30 Equal Weight ETF shares in Q3 2022, an estimated $558.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2322 holding.
American Portfolios Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2017 and has held it in 18 quarters since.
American Portfolios Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $358K in Q3 2019.
46 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.