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Regal Investment Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Regal Investment 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
Q2 		– Sell
-233,125
Closed -$8.03M – 579
2024
Q1 		$8.03M Buy
233,125
+17,041
+8% +$567K 0.55% 43
2023
Q4 		$7.04M Buy
+216,084
New +$6.54M 0.53% 47

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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's EDOW Position: Q2 2024 in Review

Regal Investment Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2024, closing a stake of 233,125 shares — an estimated $8.03M sold.

Regal Investment Advisors first reported a position in EDOW in Q4 2023 and held it in 2 quarters. The position peaked at $8.03M in Q1 2024. 69 funds tracked by Wall St. Rank hold EDOW as of Q2 2024.

  • Regal Investment Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 233,125 First Trust Dow 30 Equal Weight ETF shares in Q2 2024, an estimated $8.03M.
  • Regal Investment Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2023 and held it in 2 quarters.
  • Regal Investment Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $8.03M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.