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U.S. Capital Wealth Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-1,000
Closed -$28.8K – 885
2022
Q4 		$28.8K Buy
+1,000
New +$28.2K ﹤0.01% 1019

Other funds holding EDOW

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's EDOW Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q1 2023, closing a stake of 1,000 shares — an estimated $28.8K sold.

U.S. Capital Wealth Advisors first reported a position in EDOW in Q4 2022 and held it in 1 quarter. The position peaked at $28.8K in Q4 2022. 54 funds tracked by Wall St. Rank hold EDOW as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,000 First Trust Dow 30 Equal Weight ETF shares in Q1 2023, an estimated $28.8K.
  • U.S. Capital Wealth Advisors first reported a position in First Trust Dow 30 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's First Trust Dow 30 Equal Weight ETF position peaked at $28.8K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.