Cutter & Co Brokerage’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Cutter & Co Brokerage’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	-20,469	Closed	-$502K	–	264
2019 Q3	$502K	Sell	20,469 -395	-2%	-$9.65K	0.16%	136
2019 Q2	$510K	Buy	+20,864	New	+$499K	0.16%	137

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

Cutter & Co Brokerage's EDOW Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2019, closing a stake of 20,469 shares — an estimated $502K sold.

Cutter & Co Brokerage first reported a position in EDOW in Q2 2019 and held it in 2 quarters. The position peaked at $510K in Q2 2019. 21 funds tracked by Wall St. Rank hold EDOW as of Q4 2019.

Cutter & Co Brokerage reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 20,469 First Trust Dow 30 Equal Weight ETF shares in Q4 2019, an estimated $502K.
Cutter & Co Brokerage first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2019 and held it in 2 quarters.
Cutter & Co Brokerage's First Trust Dow 30 Equal Weight ETF position peaked at $510K in Q2 2019.
21 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.