Ladenburg Thalmann Financial Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$208K	Sell	7,935 -12,920	-62%	-$325K	﹤0.01%	2461
2019 Q3	$511K	Buy	20,855 +14,442	+225%	+$353K	﹤0.01%	1750
2019 Q2	$158K	Buy	6,413 +5,533	+629%	+$132K	﹤0.01%	2630
2019 Q1	$21K	Hold	880	–	–	﹤0.01%	3956
2018 Q4	$19K	Buy	+880	New	+$19.9K	﹤0.01%	3892

Other funds holding EDOW

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

PIM

Provident Investment Management Novi, Michigan $1.01B AUM 9.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EDOW Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 62% in Q4 2019, selling an estimated $325K and leaving 7,935 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Ladenburg Thalmann Financial Services first reported a position in EDOW in Q4 2018 and has held it in 5 quarters since. The position peaked at $511K in Q3 2019. 21 funds tracked by Wall St. Rank hold EDOW as of Q4 2019.

Ladenburg Thalmann Financial Services held 7,935 shares of First Trust Dow 30 Equal Weight ETF worth $208K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 12,920 First Trust Dow 30 Equal Weight ETF shares in Q4 2019, an estimated $325K.
First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2461 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2018 and has held it in 5 quarters since.
Ladenburg Thalmann Financial Services's First Trust Dow 30 Equal Weight ETF position peaked at $511K in Q3 2019.
21 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.