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

ICA Group 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
2024
Q2 		$11.4K Sell
340
-450
-57% -$15.1K 0.01% 458
2024
Q1 		$27.2K Hold
790
– – 0.01% 685
2023
Q4 		$25.8K Buy
+790
New +$23.9K 0.01% 658
2023
Q3 		– Sell
-890
Closed -$26.8K – 476
2023
Q2 		$26.8K Hold
890
– – 0.01% 627
2023
Q1 		$26.3K Sell
890
-100
-10% -$2.93K 0.01% 616
2022
Q4 		$28.5K Buy
+990
New +$27.9K 0.01% 618

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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $648M AUM 19.43% 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

ICA Group Wealth Management's EDOW Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 57% in Q2 2024, selling an estimated $15.1K and leaving 340 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #458.

ICA Group Wealth Management first reported a position in EDOW in Q4 2022 and has held it in 6 quarters since. The position peaked at $28.5K in Q4 2022. 69 funds tracked by Wall St. Rank hold EDOW as of Q2 2024.

  • ICA Group Wealth Management held 340 shares of First Trust Dow 30 Equal Weight ETF worth $11.4K as of Q2 2024.
  • ICA Group Wealth Management sold 450 First Trust Dow 30 Equal Weight ETF shares in Q2 2024, an estimated $15.1K.
  • First Trust Dow 30 Equal Weight ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #458 holding.
  • ICA Group Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $28.5K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.