IFP Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

IFP Advisors’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 Q1	–	Sell	-3,959	Closed	-$88K	–	3662
2022 Q4	$88K	Sell	3,959 -180	-4%	-$5.07K	﹤0.01%	1824
2022 Q3	$92K	Hold	4,139	–	–	﹤0.01%	1907
2022 Q2	$92K	Hold	4,139	–	–	﹤0.01%	1736
2022 Q1	$92K	Buy	+4,139	New	+$128K	﹤0.01%	1736
2019 Q4	–	Sell	-20,672	Closed	-$520K	–	2904
2019 Q3	$503K	Buy	+20,672	New	+$505K	0.03%	487
2018 Q4	–	Sell	-1,250	Closed	-$29K	–	3604
2018 Q3	$29K	Hold	1,250	–	–	﹤0.01%	2230
2018 Q2	$27K	Sell	1,250 -1,725	-58%	-$37.7K	﹤0.01%	2289
2018 Q1	$66K	Hold	2,975	–	–	﹤0.01%	1641
2017 Q4	$66K	Buy	+2,975	New	+$63.2K	﹤0.01%	1657

Other funds holding EDOW

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

IFP Advisors's EDOW Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2023, closing a stake of 3,959 shares — an estimated $88K sold.

IFP Advisors first reported a position in EDOW in Q4 2017 and held it in 9 quarters. The position peaked at $503K in Q3 2019. 54 funds tracked by Wall St. Rank hold EDOW as of Q1 2023.

IFP Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 3,959 First Trust Dow 30 Equal Weight ETF shares in Q1 2023, an estimated $88K.
IFP Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2017 and held it in 9 quarters.
IFP Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $503K in Q3 2019.
54 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.