CFCI
EDOW icon

Comprehensive Financial Consultants Institutional’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-327
Closed -$9K – 231
2021
Q4 		$9K Buy
+327
New +$10.2K 0.01% 346

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's EDOW Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2022, closing a stake of 327 shares — an estimated $9K sold.

Comprehensive Financial Consultants Institutional first reported a position in EDOW in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 48 funds tracked by Wall St. Rank hold EDOW as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 327 First Trust Dow 30 Equal Weight ETF shares in Q1 2022, an estimated $9K.
  • Comprehensive Financial Consultants Institutional first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's First Trust Dow 30 Equal Weight ETF position peaked at $9K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.