First Trust Dow 30 Eql WGHTEDOWETF
13F holders, Q1 2024 (March 31)65holders
$34.51avg. 13F price*
At the end of Q1 2024, 65 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings. The largest holders were LPL Financial LLC ($31.4M), Morgan Stanley ($31.3M) and Gratus Wealth Advisors, LLC ($15.7M).
- Company
- First Trust Dow 30 Eql WGHT
- CUSIP
- 33733A201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.9M |
| Exits | 5 | $8.0M |
Ownership 65 holders
| LPL Financial LLC | 0.02% | Add +0.4% | 911,218 | $31.4M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 908,371 | $31.3M |
| Gratus Wealth Advisors, LLC | 2.88% | Reduce -3.3% | 478,952 | $15.7M |
| Vestmark Advisory Solutions, Inc. | 0.50% | Add +3.5% | 336,943 | $11.6M |
| POM Investment Strategies, LLC | 6.78% | Add +1.5% | 240,570 | $8.3M |
| Regal Investment Advisors LLC | 0.55% | Add +7.9% | 233,125 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +274.0% | 198,084 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.0% | 145,501 | $5.0M |
| Ignite Planners, LLC | 1.16% | Reduce -6.5% | 120,990 | $4.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -82.3% | 117,304 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -6.9% | 113,440 | $3.9M |
| Raymond James & Associates | 0.00% | New | 103,386 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 83,249 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +447.4% | 74,860 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.2% | 56,799 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -86.4% | 55,035 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -17.1% | 54,934 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -20.0% | 54,438 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +167.4% | 52,911 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +1.3% | 49,355 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +58.6% | 50,405 | $1.7M |
| HBW Advisory Services LLC | 0.29% | No change | 8,329 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.2% | 40,049 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.2% | 28,872 | $994K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +1.3% | 27,502 | $947K |
| Jane Street Group, LLC | 0.00% | Reduce -29.7% | 27,275 | $939K |
| Goldman Sachs Group Inc. | 0.00% | Add +105.8% | 26,863 | $925K |
| Royal Bank of Canada | 0.00% | Reduce -34.3% | 20,590 | $710K |
| DAVENPORT & Co LLC | 0.00% | Add +50.0% | 18,293 | $630K |
| D.A. Davidson & Co. | 0.01% | Add +13.4% | 18,121 | $624K |
| MML Investors Services, LLC | 0.00% | Reduce -1.8% | 17,092 | $589K |
| HRT Financial LP | 0.00% | New | 16,369 | $563K |
| REAP Financial Group, LLC | 0.14% | Add +3.9% | 15,023 | $517K |
| StoneX Group Inc. | 0.04% | Reduce -27.4% | 13,536 | $466K |
| Harbour Investments, Inc. | 0.01% | Add +11.1% | 11,777 | $406K |
| Old Mission Capital LLC | 0.01% | New | 11,694 | $403K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.1% | 11,377 | $392K |
| Wealthfront Advisers LLC | 0.00% | Add +9.4% | 10,661 | $367K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -10.1% | 9,760 | $336K |
| New England Capital Financial Advisors LLC | 0.19% | Add +0.1% | 9,757 | $336K |
| Gateway Wealth Partners, LLC | 0.12% | New | 9,656 | $332K |
| Truist Financial Corp. | 0.00% | No change | 9,519 | $328K |
| Mariner, LLC | 0.00% | Add +0.2% | 9,469 | $326K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.8% | 8,969 | $309K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 8,779 | $302K |
| Wealth Effects LLC | 0.11% | Add +0.0% | 8,737 | $301K |
| Stifel Financial Corp. | 0.00% | Reduce -15.6% | 8,594 | $296K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 7,742 | $267K |
| Stonebridge Financial Planning Group, LLC | 0.14% | No change | 7,459 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,596 | $252K |
| Park Avenue Securities LLC | 0.00% | Add +0.8% | 6,522 | $225K |
| Apollon Financial, LLC | 0.08% | Add +1.0% | 6,415 | $221K |
| Allworth Financial LP | 0.00% | Add +71100.0% | 4,272 | $147K |
| Glassman Wealth Services | 0.02% | No change | 3,159 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,000 | $69K |
| Parallel Advisors, LLC | 0.00% | No change | 1,394 | $48K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 826 | $28K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 790 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 600 | $21K |
| JPMorgan Chase & Co. | 0.00% | No change | 536 | $21K |
| Tidemark, LLC | 0.01% | Reduce -42.6% | 473 | $16K |
| Wells Fargo & Company | 0.00% | New | 132 | $5K |
| UBS Group AG | 0.00% | Reduce -96.2% | 106 | $4K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +6.1% | 87 | $3K |
| Lanark Financial, Inc. | 0.00% | Reduce -12.9% | 81 | $2K |
"% 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.