New England Capital Financial Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

New England Capital Financial Advisors’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
2025 Q1	–	Sell	-7,799	Closed	-$283K	–	403
2024 Q4	$283K	Buy	7,799 +15	+0.2%	+$549	0.14%	46
2024 Q3	$280K	Buy	7,784 +15	+0.2%	+$518	0.15%	46
2024 Q2	$260K	Sell	7,769 -1,988	-20%	-$66.7K	0.15%	47
2024 Q1	$336K	Buy	9,757 +15	+0.2%	+$499	0.19%	37
2023 Q4	$318K	Buy	9,742 +2,618	+37%	+$79.2K	0.19%	39
2023 Q3	$207K	Buy	+7,124	New	+$215K	0.14%	52

Other funds holding EDOW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

New England Capital Financial Advisors's EDOW Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2025, closing a stake of 7,799 shares — an estimated $283K sold.

New England Capital Financial Advisors first reported a position in EDOW in Q3 2023 and held it in 6 quarters. The position peaked at $336K in Q1 2024. 66 funds tracked by Wall St. Rank hold EDOW as of Q1 2025.

New England Capital Financial Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
New England Capital Financial Advisors sold 7,799 First Trust Dow 30 Equal Weight ETF shares in Q1 2025, an estimated $283K.
New England Capital Financial Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2023 and held it in 6 quarters.
New England Capital Financial Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $336K in Q1 2024.
66 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.