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

Insigneo 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
2025 Q1	–	Sell	-8,496	Closed	-$308K	–	655
2024 Q4	$308K	Buy	8,496 +603	+8%	+$22.1K	0.03%	411
2024 Q3	$284K	Buy	7,893 +3	+0%	+$104	0.03%	458
2024 Q2	$258K	Sell	7,890 -1,870	-19%	-$62.7K	0.03%	441
2024 Q1	$336K	Sell	9,760 -1,090	-10%	-$36.3K	0.04%	357
2023 Q4	$354K	Sell	10,850 -3,034	-22%	-$91.8K	0.05%	301
2023 Q3	$403K	Buy	13,884 +21	+0.2%	+$634	0.08%	226
2023 Q2	$418K	Sell	13,863 -1,580	-10%	-$46.9K	0.08%	226
2023 Q1	$457K	Sell	15,443 -1,038	-6%	-$30.4K	0.15%	149
2022 Q4	$475K	Buy	+16,481	New	+$464K	0.18%	126

Other funds holding EDOW

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VAS

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

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

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Insigneo Advisory Services's EDOW Position: Q1 2025 in Review

Insigneo Advisory Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2025, closing a stake of 8,496 shares — an estimated $308K sold.

Insigneo Advisory Services first reported a position in EDOW in Q4 2022 and held it in 9 quarters. The position peaked at $475K in Q4 2022. 66 funds tracked by Wall St. Rank hold EDOW as of Q1 2025.

Insigneo Advisory Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 8,496 First Trust Dow 30 Equal Weight ETF shares in Q1 2025, an estimated $308K.
Insigneo Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and held it in 9 quarters.
Insigneo Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $475K in Q4 2022.
66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.