LMKC
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L.M. Kohn & Company’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

L.M. Kohn & Company’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
2022
Q2 		– Sell
-48,179
Closed -$1.5M – 237
2022
Q1 		$1.5M Buy
+48,179
New +$1.49M 0.58% 36

Other funds holding EDOW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

L.M. Kohn & Company's EDOW Position: Q2 2022 in Review

L.M. Kohn & Company sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2022, closing a stake of 48,179 shares — an estimated $1.5M sold.

L.M. Kohn & Company first reported a position in EDOW in Q1 2022 and held it in 1 quarter. The position peaked at $1.5M in Q1 2022. 50 funds tracked by Wall St. Rank hold EDOW as of Q2 2022.

  • L.M. Kohn & Company reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 48,179 First Trust Dow 30 Equal Weight ETF shares in Q2 2022, an estimated $1.5M.
  • L.M. Kohn & Company first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's First Trust Dow 30 Equal Weight ETF position peaked at $1.5M in Q1 2022.
  • 50 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.