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Sowell Financial Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-55,724
Closed -$1.68M – 526
2023
Q2 		$1.68M Buy
55,724
+11,674
+27% +$346K 0.09% 247
2023
Q1 		$1.3M Buy
+44,050
New +$1.29M 0.1% 244

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NA
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JAWM
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VAS
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AWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IP
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Sowell Financial Services's EDOW Position: Q3 2023 in Review

Sowell Financial Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2023, closing a stake of 55,724 shares — an estimated $1.68M sold.

Sowell Financial Services first reported a position in EDOW in Q1 2023 and held it in 2 quarters. The position peaked at $1.68M in Q2 2023. 60 funds tracked by Wall St. Rank hold EDOW as of Q3 2023.

  • Sowell Financial Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 55,724 First Trust Dow 30 Equal Weight ETF shares in Q3 2023, an estimated $1.68M.
  • Sowell Financial Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2023 and held it in 2 quarters.
  • Sowell Financial Services's First Trust Dow 30 Equal Weight ETF position peaked at $1.68M in Q2 2023.
  • 60 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.