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WealthPLAN Partners’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-217
Closed -$6.54K – 520
2023
Q2 		$6.54K Hold
217
– – ﹤0.01% 864
2023
Q1 		$6.42K Buy
+217
New +$6.37K ﹤0.01% 955

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WealthPLAN Partners's EDOW Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q3 2023, closing a stake of 217 shares — an estimated $6.54K sold.

WealthPLAN Partners first reported a position in EDOW in Q1 2023 and held it in 2 quarters. The position peaked at $6.54K in Q2 2023. 61 funds tracked by Wall St. Rank hold EDOW as of Q3 2023.

  • WealthPLAN Partners reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 217 First Trust Dow 30 Equal Weight ETF shares in Q3 2023, an estimated $6.54K.
  • WealthPLAN Partners first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's First Trust Dow 30 Equal Weight ETF position peaked at $6.54K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.