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.
| 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 |
| 2024 Q4 | ADDED | 7,584 | +2 | +0.0% | 0.10% | $275K | $35.77 |
| 2024 Q3 | ADDED | 7,582 | +1 | +0.0% | 0.10% | $273K | $35.34 |
| 2024 Q2 | REDUCED | 7,581 | -1,156 | -13.2% | 0.09% | $254K | $32.74 |
| 2024 Q1 | ADDED | 8,737 | +2 | +0.0% | 0.11% | $301K | $33.53 |
| 2023 Q4 | ADDED | 8,735 | +2 | +0.0% | 0.11% | $285K | $31.61 |
| 2023 Q3 | REDUCED | 8,733 | -699 | -7.4% | 0.13% | $254K | $27.97 |
As of 2025 Q4 — sorted by position size