First Trust Dow 30 Eql WGHTEDOWETF
13F holders, Q2 2024 (June 30)70holders +5
10new positions
6sold out
$33.56avg. 13F price*
At the end of Q2 2024, 70 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, up 5 from Q1 2024. 10 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($30.9M), Morgan Stanley ($30.7M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.6M |
| Exits | 6 | $10.5M |
All 13F filers, Q1 2024 → Q2 2024: 280,047 shares bought and 571,528 shares sold, net −291,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| LPL Financial LLC | 0.02% | Add +1.2% | 921,953 | $30.9M |
| Morgan Stanley | 0.00% | Add +0.8% | 916,078 | $30.7M |
| Gratus Wealth Advisors, LLC | 2.70% | Reduce -4.7% | 456,493 | $15.7M |
| Vestmark Advisory Solutions, Inc. | 0.48% | Add +1.8% | 343,152 | $11.5M |
| POM Investment Strategies, LLC | 5.89% | Reduce -8.5% | 220,030 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.7% | 152,404 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +17.6% | 138,000 | $4.6M |
| Ignite Planners, LLC | 0.92% | Reduce -7.6% | 111,747 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.6% | 108,202 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 78,776 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +3.1% | 77,164 | $2.6M |
| Summit Investment Advisory Services, LLC | 2.69% | New | 68,298 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -70.4% | 58,600 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 55,550 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.9% | 54,425 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 53,993 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +1.2% | 53,563 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.7% | 52,459 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +3.8% | 51,244 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +71.4% | 49,484 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.0% | 49,375 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 43,457 | $1.5M |
| HighTower Advisors, LLC | 0.00% | New | 41,358 | $1.4M |
| Kovack Advisors, Inc. | 0.14% | New | 37,306 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -65.5% | 35,659 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +191.2% | 34,048 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +0.8% | 27,708 | $927K |
| Goldman Sachs Group Inc. | 0.00% | No change | 26,863 | $899K |
| Royal Bank of Canada | 0.00% | Add +10.1% | 22,666 | $759K |
| D.A. Davidson & Co. | 0.01% | Add +12.3% | 20,358 | $681K |
| Jane Street Group, LLC | 0.00% | Reduce -26.8% | 19,977 | $669K |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 17,500 | $586K |
| Sanctuary Advisors, LLC | 0.00% | — | 17,545 | $580K |
| Wealthfront Advisers LLC | 0.00% | Add +31.4% | 14,009 | $469K |
| REAP Financial Group, LLC | 0.11% | Reduce -15.1% | 12,755 | $427K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.7% | 11,699 | $392K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.9% | 11,277 | $377K |
| StoneX Group Inc. | 0.03% | Reduce -18.4% | 11,038 | $369K |
| Gateway Wealth Partners, LLC | 0.11% | Add +12.4% | 10,852 | $363K |
| Mariner, LLC | 0.00% | Add +9.5% | 10,365 | $347K |
| Atria Investments, Inc | 0.00% | New | 9,876 | $331K |
| Truist Financial Corp. | 0.00% | No change | 9,519 | $319K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 8,640 | $289K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.3% | 8,398 | $281K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.8% | 7,999 | $268K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,618 | $264K |
| New England Capital Financial Advisors LLC | 0.15% | Reduce -20.4% | 7,769 | $260K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -19.2% | 7,890 | $258K |
| Wealth Effects LLC | 0.09% | Reduce -13.2% | 7,581 | $254K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.3% | 7,568 | $253K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -4.0% | 7,161 | $240K |
| Apollon Financial, LLC | 0.07% | Add +0.5% | 6,444 | $216K |
| HRT Financial LP | 0.00% | Reduce -61.4% | 6,318 | $211K |
| Allworth Financial LP | 0.00% | No change | 4,272 | $147K |
| ORG Partners LLC | 0.02% | New | 3,912 | $132K |
| Glassman Wealth Services | 0.02% | No change | 3,159 | $106K |
| International Assets Investment Management, LLC | 0.01% | New | 2,353 | $79K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,007 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,976 | $66K |
| Parallel Advisors, LLC | 0.00% | No change | 1,394 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 826 | $28K |
| Private Trust Co. NA | 0.00% | New | 660 | $22K |
| JPMorgan Chase & Co. | 0.00% | No change | 536 | $20K |
| Tidemark, LLC | 0.01% | No change | 473 | $16K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -57.0% | 340 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 200 | $7K |
| Camelot Portfolios, LLC | 0.00% | New | 167 | $6K |
| Wells Fargo & Company | 0.00% | No change | 132 | $4K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +1.1% | 88 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 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.