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Old Mission Capital’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Old Mission 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
2024
Q3 		– Sell
-34,048
Closed -$1.14M – 1504
2024
Q2 		$1.14M Buy
34,048
+22,354
+191% +$750K 0.02% 436
2024
Q1 		$403K Buy
+11,694
New +$389K 0.01% 814

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VAS
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PIS
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Commonwealth Equity Services
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 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 $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Old Mission Capital's EDOW Position: Q3 2024 in Review

Old Mission Capital sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2024, closing a stake of 34,048 shares — an estimated $1.14M sold.

Old Mission Capital first reported a position in EDOW in Q1 2024 and held it in 2 quarters. The position peaked at $1.14M in Q2 2024. 63 funds tracked by Wall St. Rank hold EDOW as of Q3 2024.

  • Old Mission Capital reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Old Mission Capital sold 34,048 First Trust Dow 30 Equal Weight ETF shares in Q3 2024, an estimated $1.14M.
  • Old Mission Capital first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2024 and held it in 2 quarters.
  • Old Mission Capital's First Trust Dow 30 Equal Weight ETF position peaked at $1.14M in Q2 2024.
  • 63 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2024.

Based on Old Mission Capital's 13F filing for Q3 2024, filed 14 Nov 2024.