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Chicago Partners Investment Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Chicago Partners Investment Group’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
2025
Q1 		– Sell
-7,658
Closed -$278K – 944
2024
Q4 		$278K Buy
7,658
+19
+0.2% +$695 0.01% 683
2024
Q3 		$275K Buy
7,639
+21
+0.3% +$725 0.01% 647
2024
Q2 		$264K Buy
7,618
+22
+0.3% +$738 0.01% 627
2024
Q1 		$252K Buy
7,596
+20
+0.3% +$666 0.01% 614
2023
Q4 		$247K Buy
7,576
+28
+0.4% +$847 0.01% 586
2023
Q3 		$215K Buy
7,548
+24
+0.3% +$725 0.01% 590
2023
Q2 		$232K Sell
7,524
-403
-5% -$12K 0.01% 593
2023
Q1 		$237K Buy
7,927
+23
+0.3% +$675 0.01% 571
2022
Q4 		$238K Buy
7,904
+23
+0.3% +$648 0.01% 541
2022
Q3 		$223K Buy
7,881
+28
+0.4% +$781 0.02% 507
2022
Q2 		$226K Buy
7,853
+22
+0.3% +$644 0.02% 511
2022
Q1 		$222K Buy
7,831
+24
+0.3% +$743 0.02% 487
2021
Q4 		$240K Buy
7,807
+21
+0.3% +$653 0.02% 484
2021
Q3 		$245K Buy
7,786
+18
+0.2% +$556 0.02% 489
2021
Q2 		$241K Buy
7,768
+19
+0.2% +$578 0.02% 464
2021
Q1 		$234K Buy
7,749
+2
+0% +$57 0.02% 453
2020
Q4 		$214K Buy
+7,747
New +$199K 0.02% 429

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Chicago Partners Investment Group's EDOW Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2025, closing a stake of 7,658 shares — an estimated $278K sold.

Chicago Partners Investment Group first reported a position in EDOW in Q4 2020 and held it in 17 quarters. The position peaked at $278K in Q4 2024. 66 funds tracked by Wall St. Rank hold EDOW as of Q1 2025.

  • Chicago Partners Investment Group reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 7,658 First Trust Dow 30 Equal Weight ETF shares in Q1 2025, an estimated $278K.
  • Chicago Partners Investment Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and held it in 17 quarters.
  • Chicago Partners Investment Group's First Trust Dow 30 Equal Weight ETF position peaked at $278K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2025.

Based on Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.