Avantax Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-11,813	Closed	-$343K	–	1599
2023 Q3	$343K	Sell	11,813 -1,253	-10%	-$37.8K	﹤0.01%	1119
2023 Q2	$394K	Buy	13,066 +599	+5%	+$17.8K	﹤0.01%	1044
2023 Q1	$369K	Buy	+12,467	New	+$366K	﹤0.01%	1038
2022 Q4	–	Sell	-9,683	Closed	-$240K	–	1432
2022 Q3	$240K	Buy	+9,683	New	+$270K	﹤0.01%	1115
2020 Q1	–	Sell	-20,114	Closed	-$518K	–	826
2019 Q4	$518K	Buy	+20,114	New	+$506K	0.01%	466

Other funds holding EDOW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's EDOW Position: Q4 2023 in Review

Avantax Advisory Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2023, closing a stake of 11,813 shares — an estimated $343K sold.

Avantax Advisory Services first reported a position in EDOW in Q4 2019 and held it in 5 quarters. The position peaked at $518K in Q4 2019. 66 funds tracked by Wall St. Rank hold EDOW as of Q4 2023.

Avantax Advisory Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 11,813 First Trust Dow 30 Equal Weight ETF shares in Q4 2023, an estimated $343K.
Avantax Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2019 and held it in 5 quarters.
Avantax Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $518K in Q4 2019.
66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.