Core Wealth Advisors (Florida)’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Core Wealth Advisors (Florida)’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 Q3	–	Sell	-1,500	Closed	-$41K	–	223
2022 Q2	$41K	Buy	+1,500	New	+$43.9K	0.03%	76
2022 Q1	–	Sell	-454,864	Closed	-$14.4M	–	204
2021 Q4	$14.4M	Buy	454,864 +10,520	+2%	+$327K	8.63%	2
2021 Q3	$13.3M	Buy	444,344 +42,715	+11%	+$1.32M	8.83%	2
2021 Q2	$12.3M	Buy	401,629 +234,958	+141%	+$7.14M	8.2%	4
2021 Q1	$4.93M	Buy	+166,671	New	+$4.71M	4.35%	5

Other funds holding EDOW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Core Wealth Advisors (Florida)'s EDOW Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2022, closing a stake of 1,500 shares — an estimated $41K sold.

Core Wealth Advisors (Florida) first reported a position in EDOW in Q1 2021 and held it in 5 quarters. The position peaked at $14.4M in Q4 2021. 46 funds tracked by Wall St. Rank hold EDOW as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,500 First Trust Dow 30 Equal Weight ETF shares in Q3 2022, an estimated $41K.
Core Wealth Advisors (Florida) first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2021 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s First Trust Dow 30 Equal Weight ETF position peaked at $14.4M in Q4 2021.
46 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.