Mariner
EDOW icon

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

Mariner’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
2024
Q3 		– Sell
-10,365
Closed -$347K – 3319
2024
Q2 		$347K Buy
10,365
+896
+9% +$30K ﹤0.01% 2339
2024
Q1 		$326K Buy
9,469
+15
+0.2% +$499 ﹤0.01% 2364
2023
Q4 		$308K Buy
+9,454
New +$286K ﹤0.01% 2322
2023
Q2 		– Sell
-12,753
Closed -$377K – 2854
2023
Q1 		$377K Sell
12,753
-317
-2% -$9.3K ﹤0.01% 1894
2022
Q4 		$377K Buy
+13,070
New +$368K ﹤0.01% 1858

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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mariner's EDOW Position: Q3 2024 in Review

Mariner sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2024, closing a stake of 10,365 shares — an estimated $347K sold.

Mariner first reported a position in EDOW in Q4 2022 and held it in 5 quarters. The position peaked at $377K in Q1 2023. 63 funds tracked by Wall St. Rank hold EDOW as of Q3 2024.

  • Mariner reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Mariner sold 10,365 First Trust Dow 30 Equal Weight ETF shares in Q3 2024, an estimated $347K.
  • Mariner first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and held it in 5 quarters.
  • Mariner's First Trust Dow 30 Equal Weight ETF position peaked at $377K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2024.

Based on Mariner's 13F filing for Q3 2024, filed 13 Nov 2024.