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Summit Investment Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Summit Investment Advisory 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
2024
Q3 		– Sell
-68,298
Closed -$2.29M – 82
2024
Q2 		$2.29M Buy
+68,298
New +$2.29M 2.69% 14

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NA
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WAP
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Summit Investment Advisory Services's EDOW Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2024, closing a stake of 68,298 shares — an estimated $2.29M sold.

Summit Investment Advisory Services first reported a position in EDOW in Q2 2024 and held it in 1 quarter. The position peaked at $2.29M in Q2 2024. 63 funds tracked by Wall St. Rank hold EDOW as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 68,298 First Trust Dow 30 Equal Weight ETF shares in Q3 2024, an estimated $2.29M.
  • Summit Investment Advisory Services first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's First Trust Dow 30 Equal Weight ETF position peaked at $2.29M in Q2 2024.
  • 63 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.