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Silver Oak Securities’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Silver Oak Securities’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
2023
Q2 		– Sell
-14,381
Closed -$425K – 438
2023
Q1 		$425K Sell
14,381
-262
-2% -$7.69K 0.07% 218
2022
Q4 		$422K Buy
+14,643
New +$413K 0.08% 180
2022
Q3 		– Sell
-15,897
Closed -$447K – 458
2022
Q2 		$447K Buy
15,897
+7,149
+82% +$209K 0.1% 136
2022
Q1 		$271K Buy
+8,748
New +$271K 0.06% 249

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Silver Oak Securities's EDOW Position: Q2 2023 in Review

Silver Oak Securities sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q2 2023, closing a stake of 14,381 shares — an estimated $425K sold.

Silver Oak Securities first reported a position in EDOW in Q1 2022 and held it in 4 quarters. The position peaked at $447K in Q2 2022. 55 funds tracked by Wall St. Rank hold EDOW as of Q2 2023.

  • Silver Oak Securities reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Silver Oak Securities sold 14,381 First Trust Dow 30 Equal Weight ETF shares in Q2 2023, an estimated $425K.
  • Silver Oak Securities first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2022 and held it in 4 quarters.
  • Silver Oak Securities's First Trust Dow 30 Equal Weight ETF position peaked at $447K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q2 2023.

Based on Silver Oak Securities's 13F filing for Q2 2023, filed 2 Aug 2023.