EDOW — FIRST TR EXCHANGE TRADED FD

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in FIRST TR EXCHANGE TRADED FD (EDOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2022 Q4)
Avg. % of fund
0.12%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,958 +1 +0.0% 0.09% $287K $41.30
2025 Q3 ADDED 6,957 +1 +0.0% 0.09% $278K $39.78
2025 Q2 REDUCED 6,956 -129 -1.8% 0.10% $267K $38.05
2025 Q1 REDUCED 7,085 -499 -6.6% 0.11% $257K $35.85
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EDOW price (monthly, adj. close)

Other funds also holding EDOW

As of 2025 Q4 — sorted by position size

Ignite Planners, LLC 3Y 0.61% TCFG WEALTH MANAGEMENT, LLC 0.25% Harvest Investment Services, LLC 3Y 7Y 0.25% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 0.21% Kovack Advisors, Inc. 3Y 7Y 0.21% Camelot Portfolios, LLC 3Y 7Y 0.16% Gratus Wealth Advisors, LLC 0.15% Vestmark Advisory Solutions, Inc. 3Y 0.15% Atlas Wealth LLC 3Y 0.07% Ameritas Advisory Services, LLC 3Y 0.06%
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