Level Four Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Level Four Advisory 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
2021 Q1	–	Sell	-9,726	Closed	-$264K	–	637
2020 Q4	$264K	Buy	+9,726	New	+$250K	0.02%	500

Other funds holding EDOW

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

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

Level Four Advisory Services's EDOW Position: Q1 2021 in Review

Level Four Advisory Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2021, closing a stake of 9,726 shares — an estimated $264K sold.

Level Four Advisory Services first reported a position in EDOW in Q4 2020 and held it in 1 quarter. The position peaked at $264K in Q4 2020. 34 funds tracked by Wall St. Rank hold EDOW as of Q1 2021.

Level Four Advisory Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
Level Four Advisory Services sold 9,726 First Trust Dow 30 Equal Weight ETF shares in Q1 2021, an estimated $264K.
Level Four Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2020 and held it in 1 quarter.
Level Four Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $264K in Q4 2020.
34 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2021.

Based on Level Four Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.