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%	-$37.9K	﹤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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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. 65 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.
65 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.