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

$43.77 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$28.42M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$31.69M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Western Wealth Management LLC644$26K0.0%N/A0.009%
5/19/2026 NewEdge Advisors LLC23,651$960K0.0%-88.8%0.335%
5/18/2026 Royal Bank of Canada12,012$488K0.0%+69.4%0.170%
5/15/2026 Gateway Wealth Partners LLC38,606$1.57M0.1%+309.6%0.548%
5/13/2026 Cetera Investment Advisers82,275$3.34M0.0%+46.5%1.167%
5/7/2026 Parallel Advisors LLC7,431$301K0.0%+188.7%0.105%
5/5/2026 Wealthfront Advisers LLC18,949$769K0.0%+13.6%0.269%
5/5/2026 Sanctuary Advisors LLC22,674$920K0.0%+5.0%0.322%
5/4/2026 Gratus Wealth Advisors LLC25,955$1.05M0.2%-1.1%0.368%
4/30/2026 Kestra Advisory Services LLC48,816$1.98M0.0%+12.7%0.692%
4/28/2026 Ascentis Independent Advisors2,412$98K0.0%N/A0.034%
4/27/2026 Private Advisor Group LLC17,892$726K0.0%+11.8%0.254%
4/22/2026 Janney Montgomery Scott LLC11,756$477K0.0%+97.8%0.167%
4/20/2026 Kestra Private Wealth Services LLC9,628$391K0.0%-4.7%0.137%
3/17/2026 Rockefeller Capital Management L.P.1,630$67K0.0%+484.2%0.024%
2/18/2026 NewEdge Advisors LLC210,935$8.71M0.0%+5.3%3.102%
2/17/2026 Cetera Investment Advisers56,150$2.32M0.0%-3.0%0.826%
2/17/2026 Kovack Advisors Inc.65,109$2.69M0.1%+0.5%0.957%
2/17/2026 Osaic Holdings Inc.68,329$2.82M0.0%-56.1%1.005%
2/17/2026 Guardian Wealth Advisors LLC NC83,725$3.46M0.2%-1.3%1.231%
2/17/2026 Royal Bank of Canada7,091$293K0.0%-76.2%0.104%
2/16/2026 MML Investors Services LLC15,436$638K0.0%+3.1%0.227%
2/13/2026 Kestra Advisory Services LLC43,307$1.79M0.0%+1.8%0.637%
2/13/2026 Stifel Financial Corp14,410$595K0.0%+24.5%0.212%
2/13/2026 Integrated Wealth Concepts LLC5,347$221K0.0%+4.6%0.079%
2/13/2026 Beck Capital Management LLC5,678$234K0.1%N/A0.084%
2/13/2026 Summit Financial LLC6,114$252K0.0%N/A0.090%
2/12/2026 Commonwealth Equity Services LLC201,535$8.32M0.0%-2.7%2.964%
2/12/2026 StoneX Group Inc.6,558$271K0.0%-9.5%0.096%
2/12/2026 Wedbush Securities Inc.12,500$516K0.0%N/A0.184%
2/12/2026 Kovack Advisors Inc.65,109$2.71M0.1%+0.5%0.957%
2/11/2026 Gateway Wealth Partners LLC9,426$389K0.0%-6.0%0.139%
2/11/2026 Janney Montgomery Scott LLC5,943$245K0.0%N/A0.087%
2/11/2026 LPL Financial LLC1,091,647$45.09M0.0%+1.0%16.054%
2/11/2026 Parallel Advisors LLC2,574$106K0.0%+84.6%0.038%
2/10/2026 REAP Financial Group LLC4,085$169K0.0%-23.7%0.060%
2/10/2026 Goldman Sachs Group Inc.28,038$1.16M0.0%-21.8%0.412%
2/10/2026 Hazlett Burt & Watson Inc.1,145$47K0.0%+189.9%0.017%
2/9/2026 Harbour Investments Inc.12,648$522K0.0%+54.6%0.186%
2/6/2026 Ignite Planners LLC94,217$3.99M0.6%+3.9%1.386%
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2/4/2026 Ameritas Advisory Services LLC40,428$1.67M0.1%-14.9%0.735%
2/4/2026 Gratus Wealth Advisors LLC26,248$1.08M0.2%-34.1%0.477%
1/30/2026 Sigma Planning Corp5,408$223K0.0%-50.1%0.099%
1/30/2026 Wealthfront Advisers LLC16,684$689K0.0%-7.2%0.306%
1/29/2026 D.A. Davidson & CO.23,753$981K0.0%-1.3%0.436%
1/29/2026 Camelot Portfolios LLC6,174$255K0.2%+18.9%0.113%
1/29/2026 Sanctuary Advisors LLC21,594$892K0.0%+13.9%0.396%
1/21/2026 Prime Capital Investment Advisors LLC5,000$206K0.0%N/A0.092%
1/20/2026 Stratos Wealth Partners LTD.13,585$561K0.0%+3.8%0.249%
1/14/2026 Wealthcare Advisory Partners LLC71,845$2.97M0.1%+2.2%1.318%
1/8/2026 Wealth Enhancement Advisory Services LLC8,463$357K0.0%+36.1%0.155%
11/17/2025 Camelot Portfolios LLC5,194$207K0.1%N/A0.093%
11/17/2025 Kestra Private Wealth Services LLC10,004$400K0.0%-5.6%0.179%
11/17/2025 NewEdge Advisors LLC200,299$8M0.0%+5.5%3.577%
11/17/2025 Susquehanna International Group LLP32,131$1.28M0.0%N/A0.574%
11/17/2025 Integrated Wealth Concepts LLC5,112$204K0.0%N/A0.091%
11/17/2025 Citadel Advisors LLC6,342$253K0.0%N/A0.113%
11/17/2025 Bank 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%
11/14/2025 Raymond James Financial Inc.102,356$4.09M0.0%-37.8%1.828%
11/13/2025 UBS Group AG28,694$1.15M0.0%+7.0%0.512%
11/13/2025 Private Advisor Group LLC13,207$527K0.0%+24.3%0.236%
11/12/2025 US Bancorp DE8,428$337K0.0%N/A0.151%
11/10/2025 Vestmark Advisory Solutions Inc.270,028$10.79M0.2%-51.7%4.822%
11/10/2025 Kovack Advisors Inc.64,810$2.59M0.2%+23.2%1.157%
11/7/2025 Wealthcare Advisory Partners LLC70,313$2.81M0.1%+3.7%1.256%
11/6/2025 Ameritas Advisory Services LLC47,520$1.90M0.1%+24.8%0.849%
11/6/2025 Wealthfront Advisers LLC17,977$718K0.0%-1.4%0.321%
11/5/2025 J.W. Cole Advisors Inc.6,176$247K0.0%-7.1%0.110%
11/5/2025 Envestnet Asset Management Inc.55,407$2.21M0.0%-31.3%0.989%
10/22/2025 D.A. Davidson & CO.24,061$961K0.0%-3.5%0.430%
10/22/2025 Commonwealth Equity Services LLC207,154$8.27M0.0%-1.4%3.699%
9/4/2025 Osaic Holdings Inc.160,233$6.14M0.0%+9.0%2.787%
8/15/2025 MML Investors Services LLC40,194$1.54M0.0%+1.2%0.699%
8/15/2025 Bank of America Corp DE33,411$1.28M0.0%+49.2%0.581%
8/14/2025 Jane Street Group LLC12,107$464K0.0%-46.9%0.211%
8/14/2025 Raymond James Financial Inc.164,622$6.31M0.0%+68.0%2.863%
8/14/2025 NewEdge 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%
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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%


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 726,060 shares in the last 24 months. This purchase volume represents approximately $28.42M 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: Vestmark Advisory Solutions Inc. ($288.80K), NewEdge Advisors LLC ($187.28K), 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 787,433 shares in the last 24 months. This volume of shares sold represents approximately $31.69M in transactions.


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This page (NYSEARCA:EDOW) was last updated on 5/25/2026 by MarketBeat.com Staff.
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