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J. Arnold Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

J. Arnold 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
2023
Q4 		$974K Sell
29,864
-372,244
-93% -$11.3M 0.33% 15
2023
Q3 		$11.7M Buy
+402,108
New +$12.1M 4.72% 7

Other funds holding EDOW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

J. Arnold Wealth Management's EDOW Position: Q4 2023 in Review

J. Arnold Wealth Management reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 93% in Q4 2023, selling an estimated $11.3M and leaving 29,864 shares worth $974K. The position accounts for 0.33% of the portfolio, ranked #15.

J. Arnold Wealth Management first reported a position in EDOW in Q3 2023 and has held it in 2 quarters since. The position peaked at $11.7M in Q3 2023. 65 funds tracked by Wall St. Rank hold EDOW as of Q4 2023.

  • J. Arnold Wealth Management held 29,864 shares of First Trust Dow 30 Equal Weight ETF worth $974K as of Q4 2023.
  • J. Arnold Wealth Management sold 372,244 First Trust Dow 30 Equal Weight ETF shares in Q4 2023, an estimated $11.3M.
  • First Trust Dow 30 Equal Weight ETF made up 0.33% of J. Arnold Wealth Management's portfolio in Q4 2023, its #15 holding.
  • J. Arnold Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2023 and has held it in 2 quarters since.
  • J. Arnold Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $11.7M in Q3 2023.
  • 65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.