FPWM
EDOW icon

FSB Premier Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

FSB Premier Wealth Management’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
-239
Closed -$7K – 252
2021
Q4 		$7K Buy
+239
New +$7.44K ﹤0.01% 428

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

FSB Premier Wealth Management's EDOW Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2022, closing a stake of 239 shares — an estimated $7K sold.

FSB Premier Wealth Management first reported a position in EDOW in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 48 funds tracked by Wall St. Rank hold EDOW as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 239 First Trust Dow 30 Equal Weight ETF shares in Q1 2022, an estimated $7K.
  • FSB Premier Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $7K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.