First Trust Dow 30 Eql WGHTEDOWETF
13F holders, Q3 2024 (September 30)63holders −7
4new positions
9sold out
1famous investor
$35.97avg. 13F price*
At the end of Q3 2024, 63 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, down 7 from Q2 2024. 4 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($34.2M), Morgan Stanley ($32.3M) and Vestmark Advisory Solutions, Inc. ($12.2M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 9 | $5.5M |
All 13F filers, Q2 2024 → Q3 2024: 137,431 shares bought and 715,811 shares sold, net −578,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.02% | Add +3.0% | 949,675 | $34.2M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 898,516 | $32.3M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Reduce -1.5% | 337,988 | $12.2M |
| POM Investment Strategies, LLC | 6.21% | Add +0.5% | 221,107 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.1% | 161,732 | $5.8M |
| NewEdge Advisors, LLC | 0.04% | Add +11.1% | 153,334 | $5.5M |
| Ignite Planners, LLC | 0.85% | Reduce -7.3% | 103,624 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.6% | 97,815 | $3.5M |
| Gratus Wealth Advisors, LLC | 0.44% | Reduce -83.3% | 76,034 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +22.7% | 62,890 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 59,814 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -27.3% | 57,311 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 54,101 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -1.9% | 52,523 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.0% | 52,238 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 52,114 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -3.8% | 47,487 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.5% | 47,486 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 45,696 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.2% | 43,436 | $1.6M |
| Kovack Advisors, Inc. | 0.14% | Add +0.0% | 37,307 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.8% | 34,058 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | New | 30,014 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +23.0% | 24,565 | $884K |
| D.A. Davidson & Co. | 0.01% | Add +14.0% | 23,200 | $835K |
| Raymond James & Associates | 0.00% | Reduce -35.1% | 23,132 | $832K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.8% | 20,325 | $760K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 17,820 | $641K |
| Royal Bank of Canada | 0.00% | Reduce -26.1% | 16,748 | $602K |
| TCFG Wealth Management, LLC | 0.29% | — | 15,873 | $571K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -80.6% | 14,996 | $539K |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.1% | 12,729 | $458K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.6% | 11,678 | $420K |
| Gateway Wealth Partners, LLC | 0.11% | Add +0.9% | 10,953 | $394K |
| Atria Investments, Inc | 0.00% | Add +7.9% | 10,658 | $383K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.6% | 10,581 | $381K |
| REAP Financial Group, LLC | 0.09% | Reduce -21.0% | 10,077 | $362K |
| JT Stratford LLC | 0.06% | New | 9,650 | $347K |
| Stifel Financial Corp. | 0.00% | Add +10.6% | 9,555 | $344K |
| Truist Financial Corp. | 0.00% | No change | 9,519 | $342K |
| StoneX Group Inc. | 0.02% | Reduce -21.6% | 8,648 | $311K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 8,515 | $306K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.7% | 8,134 | $293K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.0% | 7,893 | $284K |
| New England Capital Financial Advisors LLC | 0.15% | Add +0.2% | 7,784 | $280K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,639 | $275K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 7,610 | $274K |
| Wealth Effects LLC | 0.10% | Add +0.0% | 7,582 | $273K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -1.3% | 7,068 | $254K |
| Apollon Financial, LLC | 0.07% | Add +0.4% | 6,472 | $233K |
| Citadel Advisors | 0.00% | New | 5,635 | $203K |
| Allworth Financial LP | 0.00% | Add +17.6% | 5,022 | $181K |
| ORG Partners LLC | 0.02% | No change | 3,912 | $141K |
| Glassman Wealth Services | 0.02% | No change | 3,159 | $114K |
| JPMorgan Chase & Co. | 0.00% | Add +471.5% | 3,063 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,014 | $72K |
| Parallel Advisors, LLC | 0.00% | No change | 1,394 | $50K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 826 | $30K |
| Private Trust Co. NA | 0.00% | No change | 660 | $24K |
| Tidemark, LLC | 0.01% | No change | 473 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 200 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 81 | $2K |
| FMR LLC | 0.00% | New | 1 | $36 |
"% 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.