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

$44.97 0.00 (0.00%)
As of 07/2/2026 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)
44
Total
Institutional Inflows
(last 12 months)
$28.62M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$39.25M
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EDOW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026Parallel Advisors LLC7,431$301K0.0%+188.7%0.105%
6/3/2026NewEdge Advisors LLC24,552$996K0.0%-88.4%0.348%
5/19/2026Western Wealth Management LLC644$26K0.0%N/A0.009%
5/19/2026NewEdge Advisors LLC23,651$960K0.0%-88.8%0.335%
5/18/2026Royal Bank of Canada12,012$488K0.0%+69.4%0.170%
5/15/2026Gateway Wealth Partners LLC38,606$1.57M0.1%+309.6%0.548%
5/13/2026Cetera Investment Advisers82,275$3.34M0.0%+46.5%1.167%
5/7/2026Parallel Advisors LLC7,431$301K0.0%+188.7%0.105%
5/5/2026Wealthfront Advisers LLC18,949$769K0.0%+13.6%0.269%
5/5/2026Sanctuary Advisors LLC22,674$920K0.0%+5.0%0.322%
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5/4/2026Gratus Wealth Advisors LLC25,955$1.05M0.2%-1.1%0.368%
4/30/2026Kestra Advisory Services LLC48,816$1.98M0.0%+12.7%0.692%
4/28/2026Ascentis Independent Advisors2,412$98K0.0%N/A0.034%
4/27/2026Private Advisor Group LLC17,892$726K0.0%+11.8%0.254%
4/22/2026Janney Montgomery Scott LLC11,756$477K0.0%+97.8%0.167%
4/20/2026Kestra Private Wealth Services LLC9,628$391K0.0%-4.7%0.137%
3/17/2026Rockefeller Capital Management L.P.1,630$67K0.0%+484.2%0.024%
2/18/2026NewEdge Advisors LLC210,935$8.71M0.0%+5.3%3.102%
2/17/2026Cetera Investment Advisers56,150$2.32M0.0%-3.0%0.826%
2/17/2026Kovack Advisors Inc.65,109$2.69M0.1%+0.5%0.957%
2/17/2026Osaic Holdings Inc.68,329$2.82M0.0%-56.1%1.005%
2/17/2026Guardian Wealth Advisors LLC NC83,725$3.46M0.2%-1.3%1.231%
2/17/2026Royal Bank of Canada7,091$293K0.0%-76.2%0.104%
2/16/2026MML Investors Services LLC15,436$638K0.0%+3.1%0.227%
2/13/2026Kestra Advisory Services LLC43,307$1.79M0.0%+1.8%0.637%
2/13/2026Stifel Financial Corp14,410$595K0.0%+24.5%0.212%
2/13/2026Integrated Wealth Concepts LLC5,347$221K0.0%+4.6%0.079%
2/13/2026Beck Capital Management LLC5,678$234K0.1%N/A0.084%
2/13/2026Summit Financial LLC6,114$252K0.0%N/A0.090%
2/12/2026Commonwealth Equity Services LLC201,535$8.32M0.0%-2.7%2.964%
2/12/2026StoneX Group Inc.6,558$271K0.0%-9.5%0.096%
2/12/2026Wedbush Securities Inc.12,500$516K0.0%N/A0.184%
2/12/2026Kovack Advisors Inc.65,109$2.71M0.1%+0.5%0.957%
2/11/2026Gateway Wealth Partners LLC9,426$389K0.0%-6.0%0.139%
2/11/2026Janney Montgomery Scott LLC5,943$245K0.0%N/A0.087%
2/11/2026LPL Financial LLC1,091,647$45.09M0.0%+1.0%16.054%
2/11/2026Parallel Advisors LLC2,574$106K0.0%+84.6%0.038%
2/10/2026REAP Financial Group LLC4,085$169K0.0%-23.7%0.060%
2/10/2026Goldman Sachs Group Inc.28,038$1.16M0.0%-21.8%0.412%
2/10/2026Hazlett Burt & Watson Inc.1,145$47K0.0%+189.9%0.017%
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2/9/2026Harbour Investments Inc.12,648$522K0.0%+54.6%0.186%
2/6/2026Ignite Planners LLC94,217$3.99M0.6%+3.9%1.386%
2/4/2026Ameritas Advisory Services LLC40,428$1.67M0.1%-14.9%0.735%
2/4/2026Gratus Wealth Advisors LLC26,248$1.08M0.2%-34.1%0.477%
1/30/2026Sigma Planning Corp5,408$223K0.0%-50.1%0.099%
1/30/2026Wealthfront Advisers LLC16,684$689K0.0%-7.2%0.306%
1/29/2026D.A. Davidson & CO.23,753$981K0.0%-1.3%0.436%
1/29/2026Camelot Portfolios LLC6,174$255K0.2%+18.9%0.113%
1/29/2026Sanctuary Advisors LLC21,594$892K0.0%+13.9%0.396%
1/21/2026Prime Capital Investment Advisors LLC5,000$206K0.0%N/A0.092%
1/20/2026Stratos Wealth Partners LTD.13,585$561K0.0%+3.8%0.249%
1/14/2026Wealthcare Advisory Partners LLC71,845$2.97M0.1%+2.2%1.318%
1/8/2026Wealth Enhancement Advisory Services LLC8,463$357K0.0%+36.1%0.155%
11/17/2025Camelot Portfolios LLC5,194$207K0.1%N/A0.093%
11/17/2025Kestra Private Wealth Services LLC10,004$400K0.0%-5.6%0.179%
11/17/2025NewEdge Advisors LLC200,299$8M0.0%+5.5%3.577%
11/17/2025Susquehanna International Group LLP32,131$1.28M0.0%N/A0.574%
11/17/2025Integrated Wealth Concepts LLC5,112$204K0.0%N/A0.091%
11/17/2025Citadel Advisors LLC6,342$253K0.0%N/A0.113%
11/17/2025Bank of America Corp DE31,067$1.24M0.0%-7.0%0.555%
11/17/2025Brass Tax Wealth Management Inc.5,904$236K0.0%N/A0.105%
11/14/2025Raymond James Financial Inc.102,356$4.09M0.0%-37.8%1.828%
11/13/2025UBS Group AG28,694$1.15M0.0%+7.0%0.512%
11/13/2025Private Advisor Group LLC13,207$527K0.0%+24.3%0.236%
11/12/2025US Bancorp DE8,428$337K0.0%N/A0.151%
11/10/2025Vestmark Advisory Solutions Inc.270,028$10.79M0.2%-51.7%4.822%
11/10/2025Kovack Advisors Inc.64,810$2.59M0.2%+23.2%1.157%
11/7/2025Wealthcare Advisory Partners LLC70,313$2.81M0.1%+3.7%1.256%
11/6/2025Ameritas Advisory Services LLC47,520$1.90M0.1%+24.8%0.849%
11/6/2025Wealthfront Advisers LLC17,977$718K0.0%-1.4%0.321%
11/5/2025J.W. Cole Advisors Inc.6,176$247K0.0%-7.1%0.110%
11/5/2025Envestnet Asset Management Inc.55,407$2.21M0.0%-31.3%0.989%
10/22/2025D.A. Davidson & CO.24,061$961K0.0%-3.5%0.430%
10/22/2025Commonwealth Equity Services LLC207,154$8.27M0.0%-1.4%3.699%
9/4/2025Osaic Holdings Inc.160,233$6.14M0.0%+9.0%2.787%
8/15/2025MML Investors Services LLC40,194$1.54M0.0%+1.2%0.699%
8/15/2025Bank of America Corp DE33,411$1.28M0.0%+49.2%0.581%
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%
8/13/2025StoneX Group Inc.8,222$315K0.0%+8.9%0.143%
8/13/2025Gateway Wealth Partners LLC10,319$396K0.1%+10.0%0.179%
8/12/2025Steward Partners Investment Advisory LLC1,488$57K0.0%-15.4%0.026%
8/12/2025JPMorgan Chase & Co.1,544$59K0.0%-38.6%0.027%
8/6/2025Vestmark Advisory Solutions Inc.558,824$21.42M0.3%+78.6%9.722%
8/5/2025Atlas Wealth LLC5,419$210K0.1%N/A0.094%
8/5/2025Sigma Planning Corp20,185$774K0.0%-60.6%0.351%
8/5/2025Summit Investment Advisory Services LLC78,258$3M2.5%N/A1.361%
8/4/2025Kovack Advisors Inc.52,609$2.02M0.2%+0.6%0.915%
8/4/2025Atria Investments Inc12,540$481K0.0%+2.2%0.218%
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8/1/2025Envestnet Asset Management Inc.80,651$3.09M0.0%+4.7%1.403%
7/31/2025Wealthfront Advisers LLC18,227$699K0.0%+3.5%0.317%
7/29/2025Stratos Wealth Partners LTD.13,175$505K0.0%-4.9%0.229%
7/23/2025Ignite Planners LLC90,581$3.49M0.5%-0.7%1.576%
7/23/2025REAP Financial Group LLC5,153$198K0.0%-37.8%0.090%
7/22/2025Gratus Wealth Advisors LLC39,830$1.53M0.2%-2.9%0.693%
7/22/2025Wealthcare Advisory Partners LLC67,802$2.60M0.1%+2.0%1.179%
7/21/2025Ameritas Advisory Services LLC38,076$1.46M0.1%-21.4%0.662%
7/10/2025Wealth Enhancement Advisory Services LLC6,220$242K0.0%N/A0.106%
5/19/2025Jane Street Group LLC22,791$826K0.0%+24.5%0.374%


EDOW Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of First Trust Dow 30 Equal Weight ETF. The most heavily invested institutionals were LPL Financial LLC ($45.09M), Cambridge Investment Research Advisors Inc. ($24.59M), Vestmark Advisory Solutions Inc. ($10.79M), Commonwealth Equity Services LLC ($8.32M), POM Investment Strategies LLC ($7.13M), Independent Advisor Alliance ($6.76M), and Raymond James Financial Inc. ($4.09M).Learn more on First Trust Dow 30 Equal Weight ETF's institutional investors.

Of the 60 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. ($464.27K), Raymond James Financial Inc. ($310.35K), Vestmark Advisory Solutions Inc. ($249.16K), LPL Financial LLC ($217.10K), Independent Advisor Alliance ($186.36K), NewEdge Advisors LLC ($115.56K), and Summit Investment Advisory Services LLC ($78.26K).

Institutional investors have bought a total of 730,917 shares in the last 24 months. This purchase volume represents approximately $28.62M in transactions.

Of the 26 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: NewEdge Advisors LLC ($373.67K), Vestmark Advisory Solutions Inc. ($288.80K), Osaic Holdings Inc. ($87.35K), Raymond James Financial Inc. ($62.27K), Sigma Planning Corp ($36.49K), Envestnet Asset Management Inc. ($25.24K), and Royal Bank of Canada ($22.67K).

Institutional investors have sold a total of 973,816 shares in the last 24 months. This volume of shares sold represents approximately $39.25M in transactions.


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This page (NYSEARCA:EDOW) was last updated on 7/5/2026 by MarketBeat.com Staff.
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