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Money Concepts Capital’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-105
Closed -$3.03K – 1139
2022
Q4 		$3.03K Buy
+105
New +$2.96K ﹤0.01% 2544
2022
Q2 		– Sell
-105
Closed -$3K – 1743
2022
Q1 		$3K Buy
+105
New +$3.25K ﹤0.01% 2342

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Money Concepts Capital's EDOW Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2023, closing a stake of 105 shares — an estimated $3.03K sold.

Money Concepts Capital first reported a position in EDOW in Q1 2022 and held it in 2 quarters. The position peaked at $3.03K in Q4 2022. 55 funds tracked by Wall St. Rank hold EDOW as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 105 First Trust Dow 30 Equal Weight ETF shares in Q1 2023, an estimated $3.03K.
  • Money Concepts Capital first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Dow 30 Equal Weight ETF position peaked at $3.03K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.