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Mach-1 Financial Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Mach-1 Financial Group’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
-1,429
Closed -$42.2M – 229
2023
Q1 		$42.2M Buy
+1,429
New +$41.9K 0.27% 70
2022
Q4 		– Sell
-1,429
Closed -$35K – 231
2022
Q3 		$35K Hold
1,429
– – 0.04% 129
2022
Q2 		$38K Buy
+1,429
New +$41.8K 0.03% 134

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
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
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mach-1 Financial Group's EDOW Position: Q2 2023 in Review

Mach-1 Financial Group sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2023, closing a stake of 1,429 shares — an estimated $42.2M sold.

Mach-1 Financial Group first reported a position in EDOW in Q2 2022 and held it in 3 quarters. The position peaked at $42.2M in Q1 2023. 55 funds tracked by Wall St. Rank hold EDOW as of Q2 2023.

  • Mach-1 Financial Group reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 1,429 First Trust Dow 30 Equal Weight ETF shares in Q2 2023, an estimated $42.2M.
  • Mach-1 Financial Group first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's First Trust Dow 30 Equal Weight ETF position peaked at $42.2M in Q1 2023.
  • 55 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.