Tyler-Stone Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Tyler-Stone Wealth Management’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
2022 Q3	–	Sell	-600	Closed	-$16K	–	869
2022 Q2	$16K	Hold	600	–	–	0.01%	479
2022 Q1	$19K	Hold	600	–	–	0.01%	477
2021 Q4	$19K	Buy	+600	New	+$18.7K	0.01%	494

Other funds holding EDOW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Tyler-Stone Wealth Management's EDOW Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2022, closing a stake of 600 shares — an estimated $16K sold.

Tyler-Stone Wealth Management first reported a position in EDOW in Q4 2021 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 46 funds tracked by Wall St. Rank hold EDOW as of Q3 2022.

Tyler-Stone Wealth Management reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 600 First Trust Dow 30 Equal Weight ETF shares in Q3 2022, an estimated $16K.
Tyler-Stone Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2021 and held it in 3 quarters.
Tyler-Stone Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $19K in Q1 2022.
46 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.