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Decker Retirement Planning’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Decker Retirement Planning’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
-1
Closed -$36 – 324
2024
Q4 		$36 Buy
+1
New +$37 ﹤0.01% 591

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 $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 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 $729M AUM 24.39% 1-Year Est. Return

Decker Retirement Planning's EDOW Position: Q1 2025 in Review

Decker Retirement Planning sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2025, closing a stake of 1 share — an estimated $36 sold.

Decker Retirement Planning first reported a position in EDOW in Q4 2024 and held it in 1 quarter. The position peaked at $36 in Q4 2024. 66 funds tracked by Wall St. Rank hold EDOW as of Q1 2025.

  • Decker Retirement Planning reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 1 First Trust Dow 30 Equal Weight ETF share in Q1 2025, an estimated $36.
  • Decker Retirement Planning first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's First Trust Dow 30 Equal Weight ETF position peaked at $36 in Q4 2024.
  • 66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.