Steward Partners Investment Advisory’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Sell |
1,488
-271
| -15% | -$10.4K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $63.7K | Buy |
1,759
+5
| +0.3% | +$181 | ﹤0.01% | 2252 |
|
|
2024
Q4 | $63.6K | Sell |
1,754
-260
| -13% | -$9.43K | ﹤0.01% | 2211 |
|
|
2024
Q3 | $72.4K | Buy |
2,014
+7
| +0.3% | +$252 | ﹤0.01% | 2044 |
|
|
2024
Q2 | $67.2K | Buy |
2,007
+7
| +0.4% | +$234 | ﹤0.01% | 1958 |
|
|
2024
Q1 | $68.9K | Buy |
2,000
+7
| +0.4% | +$241 | ﹤0.01% | 1953 |
|
|
2023
Q4 | $65K | Sell |
1,993
-517
| -21% | -$16.9K | ﹤0.01% | 1864 |
|
|
2023
Q3 | $72.9K | Buy |
2,510
+10
| +0.4% | +$290 | ﹤0.01% | 1731 |
|
|
2023
Q2 | $75.3K | Buy |
2,500
+10
| +0.4% | +$301 | ﹤0.01% | 1717 |
|
|
2023
Q1 | $73.6K | Buy |
2,490
+10
| +0.4% | +$296 | ﹤0.01% | 1706 |
|
|
2022
Q4 | $71.5K | Buy |
2,480
+11
| +0.4% | +$317 | ﹤0.01% | 1692 |
|
|
2022
Q3 | $61K | Buy |
2,469
+11
| +0.4% | +$272 | ﹤0.01% | 1700 |
|
|
2022
Q2 | $67K | Buy |
2,458
+9
| +0.4% | +$245 | ﹤0.01% | 1660 |
|
|
2022
Q1 | $76K | Buy |
2,449
+9
| +0.4% | +$279 | ﹤0.01% | 1713 |
|
|
2021
Q4 | $77K | Buy |
2,440
+9
| +0.4% | +$284 | ﹤0.01% | 1706 |
|
|
2021
Q3 | $73K | Buy |
2,431
+7
| +0.3% | +$210 | ﹤0.01% | 1690 |
|
|
2021
Q2 | $74K | Sell |
2,424
-1,992
| -45% | -$60.8K | ﹤0.01% | 2664 |
|
|
2021
Q1 | $131K | Sell |
4,416
-442
| -9% | -$13.1K | ﹤0.01% | 1489 |
|
|
2020
Q4 | $132K | Buy |
4,858
+408
| +9% | +$11.1K | ﹤0.01% | 1249 |
|
|
2020
Q3 | $109K | Buy |
4,450
+1,000
| +29% | +$24.5K | ﹤0.01% | 1185 |
|
|
2020
Q2 | $80K | Buy |
+3,450
| New | +$80K | ﹤0.01% | 1236 |
|