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

Capital Investment 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
2019 Q4	–	Sell	-1,290	Closed	-$32K	–	747
2019 Q3	$32K	Sell	1,290 -115	-8%	-$2.81K	0.01%	669
2019 Q2	$35K	Hold	1,405	–	–	0.01%	630
2019 Q1	$33K	Buy	+1,405	New	+$32.2K	0.01%	565

Other funds holding EDOW

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PIM

Provident Investment Management Novi, Michigan $1.01B AUM 9.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Investment Advisory Services's EDOW Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2019, closing a stake of 1,290 shares — an estimated $32K sold.

Capital Investment Advisory Services first reported a position in EDOW in Q1 2019 and held it in 3 quarters. The position peaked at $35K in Q2 2019. 21 funds tracked by Wall St. Rank hold EDOW as of Q4 2019.

Capital Investment Advisory Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,290 First Trust Dow 30 Equal Weight ETF shares in Q4 2019, an estimated $32K.
Capital Investment Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2019 and held it in 3 quarters.
Capital Investment Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $35K in Q2 2019.
21 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.