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HBW Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

HBW Advisory Services’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
2024
Q2 		– Sell
-8,329
Closed -$1.55M – 343
2024
Q1 		$1.55M Hold
8,329
– – 0.29% 99
2023
Q4 		$1.55M Buy
+8,329
New +$252K 0.29% 99

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GWA
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VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBW Advisory Services's EDOW Position: Q2 2024 in Review

HBW Advisory Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2024, closing a stake of 8,329 shares — an estimated $1.55M sold.

HBW Advisory Services first reported a position in EDOW in Q4 2023 and held it in 2 quarters. The position peaked at $1.55M in Q1 2024. 69 funds tracked by Wall St. Rank hold EDOW as of Q2 2024.

  • HBW Advisory Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • HBW Advisory Services sold 8,329 First Trust Dow 30 Equal Weight ETF shares in Q2 2024, an estimated $1.55M.
  • HBW Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2023 and held it in 2 quarters.
  • HBW Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $1.55M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.