SFPG
Stonebridge Financial Planning Group’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,123
| Closed | -$222K | – | 166 |
|
|
2025
Q1 | $222K | Buy |
6,123
+6
| +0.1% | +$217 | 0.1% | 154 |
|
|
2024
Q4 | $222K | Sell |
6,117
-951
| -13% | -$34.5K | 0.1% | 154 |
|
|
2024
Q3 | $254K | Sell |
7,068
-93
| -1% | -$3.35K | 0.12% | 138 |
|
|
2024
Q2 | $240K | Sell |
7,161
-298
| -4% | -$9.97K | 0.12% | 144 |
|
|
2024
Q1 | $257K | Hold |
7,459
| – | – | 0.14% | 138 |
|
|
2023
Q4 | $243K | Sell |
7,459
-478
| -6% | -$15.6K | 0.14% | 134 |
|
|
2023
Q3 | $230K | Hold |
7,937
| – | – | 0.15% | 129 |
|
|
2023
Q2 | $239K | Hold |
7,937
| – | – | 0.15% | 124 |
|
|
2023
Q1 | $235K | Hold |
7,937
| – | – | 0.15% | 113 |
|
|
2022
Q4 | $229K | Buy |
+7,937
| New | +$229K | 0.15% | 114 |
|
|
2022
Q3 | – | Sell |
-8,087
| Closed | -$220K | – | 116 |
|
|
2022
Q2 | $220K | Sell |
8,087
-935
| -10% | -$25.4K | 0.15% | 107 |
|
|
2022
Q1 | $280K | Buy |
9,022
+1
| +0% | +$31 | 0.16% | 96 |
|
|
2021
Q4 | $278K | Sell |
9,021
-797
| -8% | -$24.6K | 0.15% | 101 |
|
|
2021
Q3 | $310K | Buy |
9,818
+1,600
| +19% | +$50.5K | 0.15% | 101 |
|
|
2021
Q2 | $254K | Hold |
8,218
| – | – | 0.13% | 104 |
|
|
2021
Q1 | $248K | Sell |
8,218
-1,514
| -16% | -$45.7K | 0.14% | 98 |
|
|
2020
Q4 | $264K | Buy |
+9,732
| New | +$264K | 0.17% | 89 |
|