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tru Independence’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

tru Independence’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
2021
Q3 		– Sell
-4,492
Closed -$138K – 231
2021
Q2 		$138K Buy
+4,492
New +$137K 0.04% 104

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GIA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

tru Independence's EDOW Position: Q3 2021 in Review

tru Independence sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2021, closing a stake of 4,492 shares — an estimated $138K sold.

tru Independence first reported a position in EDOW in Q2 2021 and held it in 1 quarter. The position peaked at $138K in Q2 2021. 36 funds tracked by Wall St. Rank hold EDOW as of Q3 2021.

  • tru Independence reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 4,492 First Trust Dow 30 Equal Weight ETF shares in Q3 2021, an estimated $138K.
  • tru Independence first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2021 and held it in 1 quarter.
  • tru Independence's First Trust Dow 30 Equal Weight ETF position peaked at $138K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.