Western Wealth Management’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

Western 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
2023 Q4	–	Sell	-9,843	Closed	-$286K	–	699
2023 Q3	$286K	Sell	9,843 -6,040	-38%	-$182K	0.02%	520
2023 Q2	$478K	Sell	15,883 -8,981	-36%	-$266K	0.04%	379
2023 Q1	$735K	Sell	24,864 -2,718	-10%	-$79.7K	0.07%	286
2022 Q4	$795K	Sell	27,582 -44,140	-62%	-$1.24M	0.08%	269
2022 Q3	$1.78M	Sell	71,722 -69,127	-49%	-$1.93M	0.1%	201
2022 Q2	$3.83M	Sell	140,849 -75,971	-35%	-$2.22M	0.22%	101
2022 Q1	$6.73M	Buy	216,820 +199,316	+1,139%	+$6.17M	0.33%	63
2021 Q4	$555K	Buy	+17,504	New	+$545K	0.05%	303
2021 Q2	$553K	Sell	18,124 -5,933	-25%	-$180K	0.06%	334
2021 Q1	$712K	Buy	+24,057	New	+$680K	0.1%	215

Other funds holding EDOW

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

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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VAS

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

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

Western Wealth Management's EDOW Position: Q4 2023 in Review

Western Wealth Management sold out of First Trust Dow 30 Equal Weight ETF (EDOW) in Q4 2023, closing a stake of 9,843 shares — an estimated $286K sold.

Western Wealth Management first reported a position in EDOW in Q1 2021 and held it in 10 quarters. The position peaked at $6.73M in Q1 2022. 65 funds tracked by Wall St. Rank hold EDOW as of Q4 2023.

Western Wealth Management reported no remaining First Trust Dow 30 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Western Wealth Management sold 9,843 First Trust Dow 30 Equal Weight ETF shares in Q4 2023, an estimated $286K.
Western Wealth Management first reported a position in First Trust Dow 30 Equal Weight ETF in Q1 2021 and held it in 10 quarters.
Western Wealth Management's First Trust Dow 30 Equal Weight ETF position peaked at $6.73M in Q1 2022.
65 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q4 2023.

Based on Western Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.