Cetera Advisor Networks’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Cetera Advisor Networks’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 Q1	$372K	Sell	10,800 -989	-8%	-$32.9K	﹤0.01%	2128
2023 Q4	$384K	Sell	11,789 -47	-0.4%	-$1.42K	﹤0.01%	2073
2023 Q3	$344K	Buy	11,836 +5,176	+78%	+$156K	﹤0.01%	2045
2023 Q2	$201K	Sell	6,660 -1,958	-23%	-$58.1K	﹤0.01%	2354
2023 Q1	$255K	Buy	8,618 +933	+12%	+$27.4K	﹤0.01%	2155
2022 Q4	$222K	Buy	+7,685	New	+$217K	﹤0.01%	2199
2020 Q3	–	Sell	-138	Closed	-$3K	–	1694
2020 Q2	$3K	Buy	+138	New	+$3.11K	﹤0.01%	3122
2019 Q4	–	Sell	-18,303	Closed	-$451K	–	1252
2019 Q3	$451K	Buy	+18,303	New	+$447K	0.01%	738
2018 Q3	–	Sell	-24,500	Closed	-$534K	–	1130
2018 Q2	$534K	Sell	24,500 -600	-2%	-$13.1K	0.03%	457
2018 Q1	$537K	Buy	+25,100	New	+$559K	0.02%	480

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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 $88.3M AUM 14.86% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Cetera Advisor Networks's EDOW Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 8.4% in Q1 2024, selling an estimated $32.9K and leaving 10,800 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Cetera Advisor Networks first reported a position in EDOW in Q1 2018 and has held it in 10 quarters since. The position peaked at $537K in Q1 2018. 66 funds tracked by Wall St. Rank hold EDOW as of Q1 2024.

Cetera Advisor Networks held 10,800 shares of First Trust Dow 30 Equal Weight ETF worth $372K as of Q1 2024.
Cetera Advisor Networks sold 989 First Trust Dow 30 Equal Weight ETF shares in Q1 2024, an estimated $32.9K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2128 holding.
Cetera Advisor Networks first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2018 and has held it in 10 quarters since.
Cetera Advisor Networks's First Trust Dow 30 Equal Weight ETF position peaked at $537K in Q1 2018.
66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.