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Benjamin F. Edwards & Company’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$927K Buy
27,708
+206
+0.7% +$6.91K 0.02% 540
2024
Q1 		$947K Buy
27,502
+363
+1% +$12.1K 0.02% 519
2023
Q4 		$885K Buy
27,139
+1,628
+6% +$49.3K 0.02% 527
2023
Q3 		$741K Buy
25,511
+373
+1% +$11.3K 0.03% 440
2023
Q2 		$757K Buy
25,138
+880
+4% +$26.1K 0.03% 426
2023
Q1 		$717K Buy
24,258
+10,947
+82% +$321K 0.03% 405
2022
Q4 		$384K Buy
13,311
+4,448
+50% +$125K 0.02% 532
2022
Q3 		$220K Buy
8,863
+3,347
+61% +$93.3K 0.01% 645
2022
Q2 		$150K Buy
5,516
+2,805
+103% +$82.1K 0.01% 745
2022
Q1 		$84K Sell
2,711
-679
-20% -$21K ﹤0.01% 904
2021
Q4 		$108K Sell
3,390
-4,535
-57% -$141K ﹤0.01% 860
2021
Q3 		$238K Sell
7,925
-2,109
-21% -$65.2K 0.01% 615
2021
Q2 		$307K Sell
10,034
-2,706
-21% -$82.3K 0.02% 553
2021
Q1 		$377K Sell
12,740
-2,633
-17% -$74.5K 0.02% 519
2020
Q4 		$418K Sell
15,373
-3,269
-18% -$84.1K 0.02% 474
2020
Q3 		$455K Sell
18,642
-4,908
-21% -$119K 0.03% 410
2020
Q2 		$548K Buy
23,550
+14,044
+148% +$317K 0.04% 349
2020
Q1 		$192K Buy
9,506
+8,714
+1,100% +$211K 0.02% 524
2019
Q4 		$21K Sell
792
-3,245
-80% -$81.6K ﹤0.01% 1216
2019
Q3 		$99K Buy
+4,037
New +$98.6K 0.01% 748

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benjamin F. Edwards & Company's EDOW Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 0.75% in Q2 2024, buying an estimated $6.91K and bringing the position to 27,708 shares worth $927K. The position accounts for 0.02% of the portfolio, ranked #540.

Benjamin F. Edwards & Company first reported a position in EDOW in Q3 2019 and has held it in 20 quarters since. The position peaked at $947K in Q1 2024. 69 funds tracked by Wall St. Rank hold EDOW as of Q2 2024.

  • Benjamin F. Edwards & Company held 27,708 shares of First Trust Dow 30 Equal Weight ETF worth $927K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 206 First Trust Dow 30 Equal Weight ETF shares in Q2 2024, an estimated $6.91K.
  • First Trust Dow 30 Equal Weight ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #540 holding.
  • Benjamin F. Edwards & Company first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2019 and has held it in 20 quarters since.
  • Benjamin F. Edwards & Company's First Trust Dow 30 Equal Weight ETF position peaked at $947K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.