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Raymond James Financial Services Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$3.52M Sell
97,815
-10,387
-10% -$359K ﹤0.01% 1424
2024
Q2 		$3.62M Sell
108,202
-5,238
-5% -$176K 0.01% 1337
2024
Q1 		$3.91M Sell
113,440
-8,436
-7% -$281K 0.01% 1280
2023
Q4 		$3.97M Sell
121,876
-27,944
-19% -$846K 0.01% 1207
2023
Q3 		$4.35M Buy
149,820
+3,816
+3% +$115K 0.01% 1082
2023
Q2 		$4.4M Buy
146,004
+137,515
+1,620% +$4.08M 0.01% 1089
2023
Q1 		$251K Buy
8,489
+7
+0.1% +$205 ﹤0.01% 2755
2022
Q4 		$245K Buy
+8,482
New +$239K ﹤0.01% 2725
2022
Q2 		– Sell
-6,688
Closed -$207K – 3304
2022
Q1 		$207K Buy
6,688
+65
+1% +$2.01K ﹤0.01% 2944
2021
Q4 		$210K Sell
6,623
-2,967
-31% -$92.3K ﹤0.01% 2949
2021
Q3 		$287K Buy
9,590
+3,030
+46% +$93.6K ﹤0.01% 2720
2021
Q2 		$201K Sell
6,560
-8,433
-56% -$256K ﹤0.01% 3008
2021
Q1 		$444K Buy
14,993
+5,012
+50% +$142K ﹤0.01% 2369
2020
Q4 		$271K Buy
+9,981
New +$257K ﹤0.01% 2527
2019
Q4 		– Sell
-36,163
Closed -$887K – 2877
2019
Q3 		$887K Buy
+36,163
New +$884K ﹤0.01% 1533

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial Services Advisors's EDOW Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 9.6% in Q3 2024, selling an estimated $359K and leaving 97,815 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Raymond James Financial Services Advisors first reported a position in EDOW in Q3 2019 and has held it in 15 quarters since. The position peaked at $4.4M in Q2 2023. 63 funds tracked by Wall St. Rank hold EDOW as of Q3 2024.

  • Raymond James Financial Services Advisors held 97,815 shares of First Trust Dow 30 Equal Weight ETF worth $3.52M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 10,387 First Trust Dow 30 Equal Weight ETF shares in Q3 2024, an estimated $359K.
  • First Trust Dow 30 Equal Weight ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1424 holding.
  • Raymond James Financial Services Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q3 2019 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $4.4M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.