Institutional & Family Asset Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Institutional & Family Asset 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	$2.93K	Buy	88 +1	+1%	+$34	﹤0.01%	551
2024 Q1	$3K	Buy	87 +5	+6%	+$166	﹤0.01%	545
2023 Q4	$2.67K	Buy	82 +4	+5%	+$121	﹤0.01%	543
2023 Q3	$2.27K	Buy	78 +5	+7%	+$151	﹤0.01%	542
2023 Q2	$2.2K	Buy	73 +12	+20%	+$356	﹤0.01%	565
2023 Q1	$1.79K	Buy	61 +17	+39%	+$499	﹤0.01%	575
2022 Q4	$1.28K	Buy	44 +24	+120%	+$676	﹤0.01%	589
2022 Q3	$0	Buy	+20	New	+$558	﹤0.01%	721

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's EDOW Position: Q2 2024 in Review

Institutional & Family Asset Management increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 1.1% in Q2 2024, buying an estimated $34 and bringing the position to 88 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Institutional & Family Asset Management first reported a position in EDOW in Q3 2022 and has held it in 8 quarters since. The position peaked at $3K in Q1 2024. 69 funds tracked by Wall St. Rank hold EDOW as of Q2 2024.

Institutional & Family Asset Management held 88 shares of First Trust Dow 30 Equal Weight ETF worth $2.93K as of Q2 2024.
Institutional & Family Asset Management bought 1 First Trust Dow 30 Equal Weight ETF share in Q2 2024, an estimated $34.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #551 holding.
Institutional & Family Asset Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2022 and has held it in 8 quarters since.
Institutional & Family Asset Management's First Trust Dow 30 Equal Weight ETF position peaked at $3K in Q1 2024.
69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.