Gladstone Institutional Advisory’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Gladstone Institutional Advisory’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	-120,644	Closed	-$3.83M	–	715
2021 Q4	$3.83M	Sell	120,644 -15,167	-11%	-$472K	0.3%	95
2021 Q3	$4.07M	Sell	135,811 -742	-0.5%	-$22.9K	0.4%	67
2021 Q2	$4.18M	Buy	+136,553	New	+$4.15M	0.5%	53

Other funds holding EDOW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's EDOW Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2022, closing a stake of 120,644 shares — an estimated $3.83M sold.

Gladstone Institutional Advisory first reported a position in EDOW in Q2 2021 and held it in 3 quarters. The position peaked at $4.18M in Q2 2021. 48 funds tracked by Wall St. Rank hold EDOW as of Q1 2022.

Gladstone Institutional Advisory reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 120,644 First Trust Dow 30 Equal Weight ETF shares in Q1 2022, an estimated $3.83M.
Gladstone Institutional Advisory first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2021 and held it in 3 quarters.
Gladstone Institutional Advisory's First Trust Dow 30 Equal Weight ETF position peaked at $4.18M in Q2 2021.
48 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.