First Trust Dow 30 Equal Weight ETF (EDOW) Institutional Ownership

$33.84
+0.27 (+0.80%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Dow 30 Equal Weight ETF (NYSEARCA:EDOW)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$80.05M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$25.10M
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EDOW Institutional Buying and Selling by Quarter

First Trust Dow 30 Equal Weight ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024 Envestnet Portfolio Solutions Inc.8,969$309K0.0%+18.8%0.129%
5/1/2024 StoneX Group Inc.13,536$466K0.1%-27.4%0.191%
4/29/2024Commonwealth Equity Services LLC145,501$5.01M0.0%+10.0%2.049%
4/29/2024 Benjamin F. Edwards & Company Inc.27,502$947K0.0%+1.3%0.387%
4/25/2024 Cambridge Investment Research Advisors Inc.198,084$6.82M0.0%+274.0%2.790%
4/23/2024 Raymond James Financial Services Advisors Inc.113,440$3.91M0.0%-6.9%1.598%
4/15/2024 Wealthcare Advisory Partners LLC49,355$1.70M0.1%+1.3%0.658%
4/12/2024 Ignite Planners LLC120,990$4.15M1.2%-6.5%1.613%
3/22/2024PNC Financial Services Group Inc.1,466$48K0.0%+98.4%0.020%
3/8/2024ICA Group Wealth Management LLC790$26K0.0%N/A0.011%
2/14/2024Regal Investment Advisors LLC216,084$7.04M0.5%N/A2.881%
2/12/2024 StoneX Group Inc.18,634$608K0.1%-4.5%0.248%
2/12/2024 Parallel Advisors LLC1,394$45K0.0%-20.1%0.019%
2/9/2024 Cambridge Investment Research Advisors Inc.52,969$1.73M0.0%-2.3%0.706%
2/9/2024Tidemark LLC824$27K0.0%N/A0.011%
2/9/2024D.A. Davidson & CO.15,986$521K0.0%+58.0%0.213%
2/7/2024 Envestnet Portfolio Solutions Inc.7,547$246K0.0%-14.4%0.101%
2/6/2024 Private Advisor Group LLC8,729$285K0.0%+19.0%0.116%
2/6/2024 Wealthcare Advisory Partners LLC48,742$1.59M0.1%+2.9%0.650%
2/6/2024Vestmark Advisory Solutions Inc.325,407$10.61M0.5%+1.8%4.339%
2/6/2024 Benjamin F. Edwards & Company Inc.27,139$885K0.0%+6.4%0.362%
2/5/2024Stonebridge Financial Planning Group LLC7,459$243K0.1%-6.0%0.099%
2/1/2024 New England Capital Financial Advisors LLC9,742$318K0.2%+36.7%0.130%
2/1/2024 Sigma Planning Corp19,789$645K0.1%-64.1%0.264%
1/25/2024 International Assets Investment Management LLC76,708$2.35M0.0%N/A1.023%
1/24/2024 Stratos Wealth Partners LTD.13,675$446K0.0%-2.9%0.182%
1/24/2024 International Assets Investment Management LLC76,708$2.35M0.0%N/A1.023%
1/23/2024 DAVENPORT & Co LLC12,197$398K0.0%-58.4%0.163%
1/17/2024J Arnold Wealth Management Co29,864$974K0.3%-92.6%0.398%
1/16/2024 HBW Advisory Services LLC8,329$272K0.0%N/A0.111%
1/16/2024 Raymond James Financial Services Advisors Inc.121,876$3.97M0.0%-18.7%1.625%
1/9/2024 Ignite Planners LLC129,441$4.23M1.3%-3.2%1.726%
11/16/2023Harbour Investments Inc.33,774$980K0.0%-4.9%0.450%
11/15/2023Integrated Wealth Concepts LLC69,157$2.01M0.0%N/A0.922%
11/13/2023LPL Financial LLC935,278$27.15M0.0%-0.8%12.470%
11/13/2023Envestnet Asset Management Inc.110,439$3.21M0.0%-10.3%1.473%
11/13/2023 Envestnet Portfolio Solutions Inc.8,817$256K0.0%N/A0.118%
11/13/2023Kestra Advisory Services LLC804,448$23.35M0.2%+45.2%10.726%
11/8/2023J Arnold Wealth Management Co402,108$11.67M4.7%N/A5.361%
11/8/2023D.A. Davidson & CO.10,120$294K0.0%+14.2%0.135%
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11/8/2023 Western Wealth Management LLC9,843$286K0.0%-38.0%0.131%
11/8/2023Avantax Advisory Services Inc.11,813$343K0.0%-9.6%0.158%
11/6/2023 Sigma Planning Corp55,058$1.60M0.1%+308.3%0.734%
11/6/2023Vestmark Advisory Solutions Inc.319,689$9.28M0.7%-10.0%4.263%
11/6/2023 New England Capital Financial Advisors LLC7,124$207K0.1%N/A0.095%
10/24/2023 Raymond James Financial Services Advisors Inc.149,820$4.35M0.0%+2.6%1.998%
10/24/2023 Raymond James & Associates78,784$2.29M0.0%+23.5%1.050%
10/24/2023 Cambridge Investment Research Advisors Inc.54,225$1.57M0.0%+21.1%0.723%
10/23/2023Commonwealth Equity Services LLC131,726$3.82M0.0%+5.6%1.756%
10/17/2023 DAVENPORT & Co LLC29,308$851K0.0%+12.2%0.391%
10/16/2023 Wealth Effects LLC8,733$254K0.1%-7.4%0.116%
10/12/2023 Wealthcare Advisory Partners LLC47,357$1.38M0.1%N/A0.631%
10/11/2023AE Wealth Management LLC155,579$4.52M0.0%N/A2.074%
10/11/2023 Ignite Planners LLC133,680$3.83M1.2%-31.6%1.782%
8/30/2023 Western Wealth Management LLC15,883$478K0.0%-36.1%0.212%
8/15/2023 Gray Wealth Management Inc.7,180$216K0.1%N/A0.096%
8/14/2023 Sowell Financial Services LLC55,724$1.68M0.1%+26.5%0.743%
8/11/2023Kestra Advisory Services LLC553,930$16.68M0.2%N/A7.386%
8/11/2023D.A. Davidson & CO.8,862$267K0.0%N/A0.118%
8/10/2023Commonwealth Equity Services LLC124,705$3.76M0.0%-0.6%1.663%
8/10/2023Cetera Investment Advisers85,523$2.58M0.0%-6.5%1.140%
8/8/2023 Kestra Private Wealth Services LLC10,682$322K0.0%-6.5%0.142%
8/8/2023 Chicago Partners Investment Group LLC7,524$232K0.0%-5.1%0.100%
8/7/2023Vestmark Advisory Solutions Inc.355,259$10.70M0.4%+95.5%5.921%
8/4/2023Envestnet Asset Management Inc.123,136$3.71M0.0%+0.3%2.052%
8/2/2023 Sigma Planning Corp13,484$406K0.0%+4.0%0.225%
8/1/2023Truist Financial Corp9,519$287K0.0%N/A0.159%
7/31/2023LPL Financial LLC942,686$28.39M0.0%-2.3%15.711%
7/27/2023 J.W. Cole Advisors Inc.7,825$236K0.0%-7.4%0.130%
7/25/2023 Raymond James Financial Services Advisors Inc.146,004$4.40M0.0%+1,619.9%2.433%
7/25/2023 Raymond James & Associates63,775$1.92M0.0%N/A1.063%
7/25/2023Ameritas Advisory Services LLC52,294$1.55M0.2%-1.3%0.872%
7/20/2023 DAVENPORT & Co LLC26,118$787K0.0%+2.2%0.435%
7/18/2023 Stratos Wealth Partners LTD.14,083$424K0.0%-18.1%0.235%
7/13/2023 Cambridge Investment Research Advisors Inc.44,760$1.35M0.0%+17.0%0.746%
7/12/2023 Ignite Planners LLC195,379$5.78M2.2%-1.7%3.256%
6/1/2023 ORG Partners LLC12,223$365K0.1%N/A0.224%
5/12/2023NewEdge Advisors LLC457,212$13.52M0.2%+2.9%8.389%
5/11/2023Insigneo Advisory Services LLC15,443$457K0.1%-6.3%0.283%
5/11/2023Commonwealth Equity Services LLC125,433$3.71M0.0%+2.7%2.302%
5/10/2023Mach 1 Financial Group LLC1,429$42.25M0.3%N/A0.026%
5/10/2023LPL Financial LLC965,087$28.53M0.0%-12.7%17.708%
5/9/2023Vestmark Advisory Solutions Inc.181,694$5.37M0.2%+43.6%3.334%
5/8/2023 Sigma Planning Corp12,963$383K0.0%+9.9%0.238%
5/3/2023 J.W. Cole Advisors Inc.8,454$250K0.0%-5.3%0.155%
4/28/2023Avantax Advisory Services Inc.12,467$369K0.0%N/A0.229%
4/28/2023Ameritas Advisory Services LLC53,008$1.57M0.1%-41.4%0.973%
4/27/2023 Stratos Wealth Partners LTD.17,199$508K0.0%-12.4%0.316%
4/27/2023 Benjamin F. Edwards & Company Inc.24,258$717K0.0%+82.2%0.445%
4/27/2023 DAVENPORT & Co LLC25,565$756K0.0%+44.2%0.469%
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4/18/2023 Ignite Planners LLC198,737$5.93M2.4%-0.8%3.647%
2/10/2023Ameritas Advisory Services LLC90,420$2.61M0.1%+56.0%1.674%
2/9/2023Prudential PLC48,000$1.38M0.0%N/A0.889%
2/8/2023 Raymond James Financial Services Advisors Inc.8,482$245K0.0%N/A0.157%
2/8/2023 Cambridge Investment Research Advisors Inc.23,614$681K0.0%+8.7%0.437%
2/7/2023Commonwealth Equity Services LLC122,131$3.52M0.0%+1.8%2.262%
2/7/2023 Benjamin F. Edwards & Company Inc.13,311$384K0.0%+50.2%0.247%
2/7/2023LPL Financial LLC1,105,892$31.88M0.0%+23.8%20.479%
2/7/2023Envestnet Asset Management Inc.110,571$3.19M0.0%+13.1%2.048%
2/6/2023 Glassman Wealth Services3,159$91K0.0%-62.5%0.059%
(Data available from 1/1/2016 forward)

EDOW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EDOW shares?

During the previous two years, 59 institutional investors and hedge funds held shares of First Trust Dow 30 Equal Weight ETF. The most heavily invested institutionals were Mach 1 Financial Group LLC ($42.25M), LPL Financial LLC ($27.15M), Kestra Advisory Services LLC ($23.35M), NewEdge Advisors LLC ($13.52M), Vestmark Advisory Solutions Inc. ($10.61M), Regal Investment Advisors LLC ($7.04M), and Cambridge Investment Research Advisors Inc. ($6.82M).Learn more on EDOW's institutional investors.

Which institutional investors have been buying First Trust Dow 30 Equal Weight ETF stock?

Of the 49 institutional investors that purchased First Trust Dow 30 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($806.10K), J Arnold Wealth Management Co ($402.11K), Vestmark Advisory Solutions Inc. ($360.98K), Regal Investment Advisors LLC ($216.08K), LPL Financial LLC ($212.69K), Ignite Planners LLC ($200.33K), and Western Wealth Management LLC ($199.32K).

How much institutional buying is happening at First Trust Dow 30 Equal Weight ETF?

Institutional investors have bought a total of 3,848,509 shares in the last 24 months. This purchase volume represents approximately $114.70M in transactions.

Which First Trust Dow 30 Equal Weight ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold First Trust Dow 30 Equal Weight ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: J Arnold Wealth Management Co ($372.24K), LPL Financial LLC ($177.41K), Western Wealth Management LLC ($160.12K), Envestnet Asset Management Inc. ($158.15K), Ignite Planners LLC ($79.34K), Ameritas Advisory Services LLC ($41.72K), and Raymond James Financial Services Advisors Inc. ($36.38K).

How much institutional selling is happening at First Trust Dow 30 Equal Weight ETF?

Institutional investors have sold a total of 1,165,475 shares in the last 24 months. This volume of shares sold represents approximately $34.97M in transactions.


This page (NYSEARCA:EDOW) was last updated on 5/9/2024 by MarketBeat.com Staff

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