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

Gray 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
2023
Q4 		– Sell
-7,180
Closed -$208K – 130
2023
Q3 		$208K Hold
7,180
– – 0.11% 124
2023
Q2 		$216K Buy
+7,180
New +$213K 0.11% 117

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NA
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GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gray Wealth Management's EDOW Position: Q4 2023 in Review

Gray Wealth Management sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2023, closing a stake of 7,180 shares — an estimated $208K sold.

Gray Wealth Management first reported a position in EDOW in Q2 2023 and held it in 2 quarters. The position peaked at $216K in Q2 2023. 65 funds tracked by Wall St. Rank hold EDOW as of Q4 2023.

  • Gray Wealth Management reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Gray Wealth Management sold 7,180 First Trust Dow 30 Equal Weight ETF shares in Q4 2023, an estimated $208K.
  • Gray Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2023 and held it in 2 quarters.
  • Gray Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $216K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2023.

Based on Gray Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.