Ken Fisher’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Ken Fisher’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 Q2	–	Sell	-13,482	Closed	-$399K	–	1172
2023 Q1	$399K	Sell	13,482 -67	-0.5%	-$1.97K	﹤0.01%	881
2022 Q4	$391K	Sell	13,549 -168	-1%	-$4.73K	﹤0.01%	873
2022 Q3	$340K	Sell	13,717 -751	-5%	-$20.9K	﹤0.01%	803
2022 Q2	$393K	Buy	14,468 +1,096	+8%	+$32.1K	﹤0.01%	757
2022 Q1	$415K	Buy	13,372 +4,353	+48%	+$135K	﹤0.01%	768
2021 Q4	$286K	Buy	9,019 +379	+4%	+$11.8K	﹤0.01%	859
2021 Q3	$259K	Buy	8,640 +594	+7%	+$18.4K	﹤0.01%	828
2021 Q2	$246K	Hold	8,046	–	–	﹤0.01%	843
2021 Q1	$238K	Buy	+8,046	New	+$228K	﹤0.01%	835

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

VAS

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Ken Fisher's EDOW Position: Q2 2023 in Review

Ken Fisher sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2023, closing a stake of 13,482 shares — an estimated $399K sold.

Ken Fisher first reported a position in EDOW in Q1 2021 and held it in 9 quarters. The position peaked at $415K in Q1 2022. 55 funds tracked by Wall St. Rank hold EDOW as of Q2 2023.

Ken Fisher reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
Ken Fisher sold 13,482 First Trust Dow 30 Equal Weight ETF shares in Q2 2023, an estimated $399K.
Ken Fisher first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2021 and held it in 9 quarters.
Ken Fisher's First Trust Dow 30 Equal Weight ETF position peaked at $415K in Q1 2022.
55 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2023.

Based on Fisher Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.