First Trust Dow 30 Eql WGHTEDOWETF

13F holders, Q2 2026 (June 30)
80holders −1
7new positions
9sold out
1famous investor
$44.09avg. 13F price*

At the end of Q2 2026, 80 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, down 1 from Q1 2026. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($65.9M), Modern Wealth Management, LLC ($28.6M) and LPL Financial LLC ($26.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Dow 30 Eql WGHT
CUSIP
33733A201
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 65Q1 2024Q2 2024: 70Q2 2024Q3 2024: 63Q3 2024Q4 2024: 72Q4 2024Q1 2025: 66Q1 2025Q2 2025: 65Q2 2025Q3 2025: 69Q3 2025Q4 2025: 70Q4 2025Q1 2026: 81Q1 2026Q2 2026: 80Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$29.8M
Exits9$8.1M

All 13F filers, Q1 2026 → Q2 2026: 912,947 shares bought and 960,820 shares sold, net −47,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Morgan Stanley 0.00% Reduce -2.1% 1,494,901 $65.9M
Modern Wealth Management, LLC 0.34% New 648,710 $28.6M
LPL Financial LLC 0.01% Reduce -49.8% 609,457 $26.9M
Vestmark Advisory Solutions, Inc. 0.24% No change 569,810 $25.1M
Commonwealth Equity Services, LLC 0.01% Add +19.6% 244,102 $10.8M
UBS Group AG 0.00% Reduce -7.1% 212,804 $9.4M
Kirkwood Financial Services 1.76% Add +0.0% 140,147 $6.2M
Envestnet Asset Management Inc. 0.00% Add +6.3% 131,091 $5.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.8% 125,287 $5.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 119,168 $5.3M
Raymond James Financial Inc. 0.00% Reduce -6.7% 113,295 $5.0M
Goldman Sachs Group Inc. 0.00% No change 103,537 $4.6M
Ignite Planners, LLC 0.57% Add +0.1% 94,330 $4.2M
Cetera Investment Advisers 0.00% Add +6.3% 87,502 $3.9M
Guardian Wealth Advisors, LLC / NC 0.21% Add +0.9% 84,278 $3.7M
Wealthcare Advisory Partners LLC 0.06% Add +7.2% 77,225 $3.4M
Kovack Advisors, Inc. 0.14% Add +0.0% 65,057 $2.9M
Kestra Advisory Services, LLC 0.01% Reduce -1.8% 47,929 $2.1M
Ameritas Advisory Services, LLC 0.04% Add +7.7% 43,551 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -29.3% 40,900 $1.8M
Harvest Investment Services, LLC 0.21% Add +2.9% 31,353 $1.4M
Sanctuary Advisors, LLC 0.01% Add +30.1% 29,499 $1.3M
Bank of America Corp. 0.00% Add +1.5% 26,731 $1.2M
Gratus Wealth Advisors, LLC 0.15% No change 25,955 $1.1M
MML Investors Services, LLC 0.00% Add +10.1% 25,775 $1.1M
Regatta Research & Money Management 1.07% — 25,719 $1.1M
Atria Investments, Inc 0.01% Reduce -7.2% 24,123 $1.1M
D.A. Davidson & Co. 0.01% Reduce -2.6% 23,345 $1.0M
NewEdge Advisors, LLC 0.00% Reduce -6.2% 23,037 $1.0M
Royal Bank of Canada 0.00% Add +83.9% 22,095 $975K
Gateway Wealth Partners, LLC 0.06% Reduce -43.0% 21,996 $970K
Private Advisor Group, LLC 0.00% Add +20.0% 21,470 $947K
Stifel Financial Corp. 0.00% Add +6.2% 19,597 $864K
Wealthfront Advisers LLC 0.00% Reduce -1.7% 18,623 $821K
TCFG Investment Advisors, LLC 0.24% Add +0.8% 15,804 $697K
Harbour Investments, Inc. 0.01% No change 14,955 $659K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.8% 13,200 $582K
Wedbush Securities Inc. 0.01% No change 12,500 $551K
Jane Street Group, LLC 0.00% Reduce -67.5% 12,332 $544K
Susquehanna International Group, LLP 0.00% Add +72.5% 12,129 $535K
Janney Montgomery Scott LLC 0.00% Reduce -11.8% 10,364 $457K
Truist Financial Corp. 0.00% No change 9,481 $418K
Kestra Private Wealth Services, LLC 0.00% Reduce -6.7% 8,979 $396K
Park Avenue Securities LLC 0.00% Reduce -0.5% 7,968 $351K
Proactive Wealth Strategies LLC 0.06% Reduce -5.7% 7,827 $345K
Parallel Advisors, LLC 0.01% No change 7,431 $328K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.0% 6,887 $308K
Citadel Advisors 0.00% Reduce -67.2% 6,938 $306K
International Assets Investment Management, LLC 0.02% Reduce -0.8% 6,493 $288K
Wealth Effects LLC 0.08% Reduce -7.7% 6,422 $283K
Beck Capital Management, LLC 0.05% Reduce -2.4% 6,406 $282K
Camelot Portfolios, LLC 0.19% Reduce -1.1% 6,081 $268K
Summit Financial, LLC 0.00% Reduce -1.8% 5,962 $263K
&partners 0.00% New 5,867 $259K
Great Valley Advisor Group, Inc. 0.00% No change 5,460 $241K
Nations Financial Group Inc, /Ia/ 0.01% No change 5,425 $239K
Atlas Wealth LLC 0.04% No change 5,419 $239K
Integrated Wealth Concepts LLC 0.00% Reduce -1.6% 5,401 $238K
Flow Traders U.S. LLC 0.01% New 5,393 $238K
J.W. Cole Advisors, Inc. 0.00% New 5,391 $238K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -12.1% 5,005 $221K
Perigon Wealth Management, LLC 0.00% New 4,826 $213K
StoneX Group Inc. 0.01% New 4,631 $202K
Northwestern Mutual Wealth Management Co. 0.00% Add +348.7% 3,805 $168K
Ameriflex Group, Inc. 0.06% Add +25.0% 3,450 $152K
Glassman Wealth Services 0.02% No change 3,159 $139K
Allworth Financial LP 0.00% No change 3,016 $133K
Private Trust Co. NA 0.01% No change 2,766 $122K
JPMorgan Chase & Co. 0.00% No change 2,743 $121K
REAP Financial Group, LLC 0.02% Reduce -33.4% 2,729 $120K
POM Investment Strategies, LLC 0.06% Add +227.7% 1,206 $53K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,145 $50K
BlackRock, Inc. 0.00% Reduce -11.4% 886 $39K
O'shaughnessy Asset Management, LLC 0.00% Add +61.4% 628 $28K
Allspring Global Investments Holdings, LLC 0.00% New 507 $23K
Tidemark, LLC 0.00% No change 473 $21K
Steward Partners Investment Advisory, LLC 0.00% No change 402 $18K
Farther Finance Advisors, LLC 0.00% Reduce -97.4% 387 $17K
Rockefeller Capital Management L.P. 0.00% No change 280 $12K
FMR LLC 0.00% No change 209 $9K

"% of holder's portfolio" is EDOW's weight in each manager's 13F, not the share of First Trust Dow 30 Eql WGHT the manager owns.