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

Private Ocean’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
2019
Q4 		– Sell
-110
Closed -$3K – 523
2019
Q3 		$3K Buy
+110
New +$2.69K ﹤0.01% 507

Other funds holding EDOW

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PIM
Provident Investment Management Novi, Michigan $1.01B AUM 9.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Ocean's EDOW Position: Q4 2019 in Review

Private Ocean sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2019, closing a stake of 110 shares — an estimated $3K sold.

Private Ocean first reported a position in EDOW in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 21 funds tracked by Wall St. Rank hold EDOW as of Q4 2019.

  • Private Ocean reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
  • Private Ocean sold 110 First Trust Dow 30 Equal Weight ETF shares in Q4 2019, an estimated $3K.
  • Private Ocean first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2019 and held it in 1 quarter.
  • Private Ocean's First Trust Dow 30 Equal Weight ETF position peaked at $3K in Q3 2019.
  • 21 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.