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

$39.17 -0.06 (-0.15%)
Closing price 08/14/2025 04:10 PM Eastern
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$39.18 +0.01 (+0.03%)
As of 08/14/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dow 30 Equal Weight ETF (NYSEARCA:EDOW)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$66.58M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$27.61M
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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
8/14/2025Jane Street Group LLC12,107$464K0.0%-46.9%0.211%
8/14/2025Raymond James Financial Inc.164,622$6.31M0.0%+68.0%2.863%
8/14/2025NewEdge Advisors LLC189,856$7.28M0.0%+14.0%3.302%
8/13/2025 StoneX Group Inc.8,222$315K0.0%+8.9%0.143%
8/13/2025 Gateway Wealth Partners LLC10,319$396K0.1%+10.0%0.179%
8/12/2025 Steward Partners Investment Advisory LLC1,488$57K0.0%-15.4%0.026%
8/12/2025 JPMorgan Chase & Co.1,544$59K0.0%-38.6%0.027%
8/6/2025 Vestmark Advisory Solutions Inc.558,824$21.42M0.3%+78.6%9.722%
8/5/2025 Atlas Wealth LLC5,419$210K0.1%N/A0.094%
8/5/2025 Sigma Planning Corp20,185$774K0.0%-60.6%0.351%
8/5/2025 Summit Investment Advisory Services LLC78,258$3M2.5%N/A1.361%
8/4/2025 Kovack Advisors Inc.52,609$2.02M0.2%+0.6%0.915%
8/4/2025 Atria Investments Inc12,540$481K0.0%+2.2%0.218%
8/1/2025 Envestnet Asset Management Inc.80,651$3.09M0.0%+4.7%1.403%
7/31/2025 Wealthfront Advisers LLC18,227$699K0.0%+3.5%0.317%
7/29/2025 Stratos Wealth Partners LTD.13,175$505K0.0%-4.9%0.229%
7/23/2025 Ignite Planners LLC90,581$3.49M0.5%-0.7%1.576%
7/23/2025 REAP Financial Group LLC5,153$198K0.0%-37.8%0.090%
7/22/2025 Gratus Wealth Advisors LLC39,830$1.53M0.2%-2.9%0.693%
7/22/2025 Wealthcare Advisory Partners LLC67,802$2.60M0.1%+2.0%1.179%
7/21/2025 Ameritas Advisory Services LLC38,076$1.46M0.1%-21.4%0.662%
7/10/2025 Wealth Enhancement Advisory Services LLC6,220$242K0.0%N/A0.106%
5/19/2025Jane Street Group LLC22,791$826K0.0%+24.5%0.374%
5/16/2025Goldman Sachs Group Inc.47,854$1.73M0.0%-3.8%0.805%
5/16/2025NewEdge Advisors LLC166,470$6.03M0.0%+43.4%2.561%
5/15/2025Royal Bank of Canada6,866$248K0.0%-22.7%0.106%
5/14/2025Kestra Advisory Services LLC48,396$1.75M0.0%+2.5%0.745%
5/13/2025Raymond James Financial Inc.97,983$3.55M0.0%-19.6%1.507%
5/13/2025 Vestmark Advisory Solutions Inc.312,899$11.33M0.3%-8.3%4.814%
5/12/2025Benjamin Edwards Inc.29,888$1.08M0.0%+1.1%0.460%
5/7/2025 LPL Financial LLC1,074,123$38.91M0.0%-6.2%16.525%
5/6/2025 Cetera Investment Advisers57,104$2.07M0.0%+0.8%0.879%
5/6/2025 Kovack Advisors Inc.52,309$1.90M0.2%+40.2%0.805%
5/6/2025 Ignite Planners LLC91,179$3.21M0.6%-1.7%1.403%
5/5/2025 Kestra Private Wealth Services LLC10,921$396K0.0%-8.1%0.168%
5/5/2025 Private Advisor Group LLC9,766$354K0.0%+4.0%0.150%
5/2/2025 Wealthfront Advisers LLC17,613$638K0.0%-5.5%0.271%
5/2/2025 Sigma Planning Corp51,244$1.86M0.1%-2.8%0.788%
5/1/2025 Gateway Wealth Partners LLC9,385$340K0.1%-14.5%0.144%
4/30/2025 POM Investment Strategies LLC196,684$7.13M8.3%-12.4%3.026%
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4/30/2025 Stratos Wealth Partners LTD.13,847$502K0.0%-15.3%0.213%
4/29/2025 Envestnet Asset Management Inc.77,049$2.79M0.0%+46.9%1.185%
4/23/2025 Wealth Effects LLC7,085$257K0.1%-6.6%0.115%
4/22/2025 Cambridge Investment Research Advisors Inc.678,806$24.59M0.1%+216.4%11.037%
4/21/2025 ORG Partners LLC2,412$87K0.0%-38.3%0.039%
4/17/2025 Janney Montgomery Scott LLC7,158$259K0.0%+6.8%0.116%
4/15/2025 Wealthcare Advisory Partners LLC66,485$2.41M0.1%+5.1%1.081%
2/25/2025 Armis Advisers LLC12,057$437K0.1%N/A0.173%
2/18/2025 Stonebridge Financial Planning Group LLC6,117$222K0.1%-13.5%0.088%
2/17/2025 Cetera Investment Advisers56,649$2.06M0.0%+8.7%0.815%
2/17/2025Citadel Advisors LLC30,141$1.09M0.0%+434.9%0.434%
2/17/2025Bank of America Corp DE22,574$819K0.0%-60.6%0.325%
2/17/2025Benjamin Edwards Inc.29,568$1.07M0.0%-1.5%0.425%
2/14/2025Jane Street Group LLC18,311$664K0.0%-25.5%0.263%
2/14/2025Integrated Wealth Concepts LLC57,351$2.08M0.0%+9.8%0.825%
2/14/2025Stifel Financial Corp10,285$373K0.0%+7.6%0.148%
2/13/2025 Gratus Wealth Advisors LLC41,032$1.49M0.2%-46.0%0.590%
2/13/2025NewEdge Advisors LLC116,067$4.21M0.0%-24.3%1.670%
2/13/2025 Insigneo Advisory Services LLC8,496$308K0.0%+7.6%0.122%
2/13/2025Raymond James Financial Inc.121,857$4.42M0.0%N/A1.753%
2/13/2025 Envestnet Asset Management Inc.52,446$1.90M0.0%-3.1%0.755%
2/13/2025Wells Fargo & Company MN1,829$66K0.0%N/A0.026%
2/11/2025 LPL Financial LLC1,145,089$41.53M0.0%+20.6%16.476%
2/10/2025 Harbour Investments Inc.10,181$369K0.0%-3.8%0.146%
2/10/2025 Envestnet Portfolio Solutions Inc.7,353$267K0.0%-9.6%0.106%
2/10/2025 Commonwealth Equity Services LLC184,130$6.68M0.0%+13.8%2.649%
2/7/2025 Wealthfront Advisers LLC826$30K0.0%-93.5%0.012%
2/7/2025 Independent Advisor Alliance186,356$6.76M0.1%N/A2.681%
2/6/2025 Vestmark Advisory Solutions Inc.341,227$12.38M0.4%+1.0%4.910%
2/6/2025Raymond James Financial Inc.121,857$4.42M0.0%N/A1.753%
2/6/2025 Atria Investments Inc12,228$444K0.0%+14.7%0.176%
2/5/2025 Private Trust Co. NA2,660$96K0.0%+303.0%0.038%
2/3/2025 Private Advisor Group LLC9,388$340K0.0%+10.3%0.135%
1/31/2025 D.A. Davidson & CO.25,165$913K0.0%+8.5%0.362%
1/31/2025Sanctuary Advisors LLC19,938$759K0.0%-1.9%0.287%
1/31/2025 J.W. Cole Advisors Inc.7,310$265K0.0%-3.9%0.105%
1/30/2025 Allworth Financial LP3,022$113K0.0%-39.8%0.043%
1/30/2025 Nations Financial Group Inc. IA ADV5,525$200K0.0%N/A0.079%
1/29/2025 POM Investment Strategies LLC224,619$8.15M6.1%+1.6%3.232%
1/27/2025 Stratos Wealth Partners LTD.16,356$593K0.0%+9.1%0.235%
1/17/2025 Janney Montgomery Scott LLC6,705$243K0.0%N/A0.096%
1/15/2025 Ameritas Advisory Services LLC48,445$1.76M0.1%+2.0%0.697%
1/15/2025 Wealthcare Advisory Partners LLC63,245$2.29M0.1%+0.6%0.910%
1/14/2025 Ignite Planners LLC92,748$3.37M0.7%-10.5%1.335%
1/8/2025 International Assets Investment Management LLC6,543$237K0.0%N/A0.094%
12/26/2024 JPMorgan Chase & Co.3,063$110K0.0%+471.5%0.044%
11/25/2024Sanctuary Advisors LLC20,325$760K0.0%+15.8%0.292%
11/15/2024MML Investors Services LLC17,820$641K0.0%+1.8%0.256%
11/15/2024Jane Street Group LLC24,565$884K0.0%+23.0%0.353%
11/15/2024Stifel Financial Corp9,555$344K0.0%+10.6%0.137%
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11/15/2024Integrated Wealth Concepts LLC52,238$1.88M0.0%-4.0%0.752%
11/15/2024Benjamin Edwards Inc.30,014$1.08M0.0%N/A0.432%
11/13/2024 D.A. Davidson & CO.23,200$835K0.0%+14.0%0.334%
11/5/2024 Harbour Investments Inc.10,581$381K0.0%-9.6%0.152%
11/4/2024 Sigma Planning Corp52,523$1.89M0.1%-1.9%0.756%
11/1/2024 Atria Investments Inc10,658$383K0.0%+7.9%0.153%
10/23/2024 Allworth Financial LP5,022$181K0.0%+17.6%0.072%
10/8/2024 Gratus Wealth Advisors LLC76,034$2.70M0.4%-83.3%1.094%
10/8/2024 Ignite Planners LLC103,624$3.73M0.9%-7.3%1.491%
9/5/2024Sanctuary Advisors LLC17,545$580K0.0%N/A0.252%
(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, 72 institutional investors and hedge funds held shares of First Trust Dow 30 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($38.91M), Cambridge Investment Research Advisors Inc. ($24.59M), Vestmark Advisory Solutions Inc. ($21.42M), NewEdge Advisors LLC ($7.28M), POM Investment Strategies LLC ($7.13M), Regal Investment Advisors LLC ($7.04M), and Independent Advisor Alliance ($6.76M).Learn more on First Trust Dow 30 Equal Weight ETF's institutional investors.

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

Of the 57 institutional investors that purchased First Trust Dow 30 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($618.85K), J Arnold Wealth Management Co ($402.11K), Raymond James Financial Inc. ($310.35K), Vestmark Advisory Solutions Inc. ($254.88K), Kestra Advisory Services LLC ($251.72K), Regal Investment Advisors LLC ($216.08K), and LPL Financial LLC ($206.15K).

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

Institutional investors have bought a total of 1,815,169 shares in the last 24 months. This purchase volume represents approximately $66.58M in transactions.

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

Of the 32 institutional investors that sold First Trust Dow 30 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gratus Wealth Advisors LLC ($416.66K), LPL Financial LLC ($70.97K), NewEdge Advisors LLC ($37.27K), Bank of America Corp DE ($34.74K), Sigma Planning Corp ($33.60K), Vestmark Advisory Solutions Inc. ($28.33K), and POM Investment Strategies LLC ($27.94K).

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

Institutional investors have sold a total of 761,475 shares in the last 24 months. This volume of shares sold represents approximately $27.61M in transactions.



This page (NYSEARCA:EDOW) was last updated on 8/15/2025 by MarketBeat.com Staff
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