First Trust Dow 30 Eql WGHTEDOWETF
13F holders, Q4 2024 (December 31)72holders +9
9new positions
2sold out
1famous investor
$36.31avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, up 9 from Q3 2024. 9 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($41.5M), Morgan Stanley ($29.6M) and Vestmark Advisory Solutions, Inc. ($12.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.2M |
| Exits | 2 | $347K |
All 13F filers, Q3 2024 → Q4 2024: 692,169 shares bought and 262,354 shares sold, net +429,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| LPL Financial LLC | 0.02% | Add +20.6% | 1,145,089 | $41.5M |
| Morgan Stanley | 0.00% | Reduce -9.1% | 817,204 | $29.6M |
| Vestmark Advisory Solutions, Inc. | 0.43% | Add +1.0% | 341,227 | $12.4M |
| POM Investment Strategies, LLC | 6.14% | Add +1.6% | 224,619 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +258.7% | 214,540 | $7.8M |
| Independent Advisor Alliance | 0.09% | New | 186,356 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.8% | 184,130 | $6.7M |
| Raymond James Financial Inc. | 0.00% | — | 121,857 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -24.3% | 116,067 | $4.2M |
| Ignite Planners, LLC | 0.74% | Reduce -10.5% | 92,748 | $3.4M |
| Summit Investment Advisors, Inc. | 2.49% | — | 73,500 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +44.4% | 65,996 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.6% | 63,245 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.8% | 57,351 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 56,649 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +0.4% | 52,741 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.1% | 52,446 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.1% | 49,767 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Add +2.0% | 48,445 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.6% | 47,194 | $1.7M |
| Gratus Wealth Advisors, LLC | 0.24% | Reduce -46.0% | 41,032 | $1.5M |
| Kovack Advisors, Inc. | 0.13% | Add +0.0% | 37,308 | $1.4M |
| Citadel Advisors | 0.00% | Add +434.9% | 30,141 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.5% | 29,568 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +8.5% | 25,165 | $913K |
| Bank of America Corp. | 0.00% | Reduce -60.6% | 22,574 | $819K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.9% | 19,938 | $759K |
| Wealthfront Advisers LLC | 0.00% | Add +46.5% | 18,644 | $676K |
| Jane Street Group, LLC | 0.00% | Reduce -25.5% | 18,311 | $664K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.1% | 16,356 | $593K |
| MML Investors Services, LLC | 0.00% | Reduce -8.7% | 16,265 | $590K |
| TCFG Wealth Management, LLC | 0.29% | Reduce -0.1% | 15,855 | $575K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.7% | 14,039 | $509K |
| Atria Investments, Inc | 0.01% | Add +14.7% | 12,228 | $444K |
| Bison Wealth, LLC | 0.05% | — | 12,057 | $437K |
| UBS Group AG | 0.00% | New | 11,900 | $432K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 11,880 | $431K |
| Gateway Wealth Partners, LLC | 0.10% | Add +0.2% | 10,978 | $398K |
| Stifel Financial Corp. | 0.00% | Add +7.6% | 10,285 | $373K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.8% | 10,181 | $369K |
| REAP Financial Group, LLC | 0.09% | Add +0.2% | 10,095 | $366K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 9,526 | $346K |
| Private Advisor Group, LLC | 0.00% | Add +10.3% | 9,388 | $340K |
| Royal Bank of Canada | 0.00% | Reduce -47.0% | 8,884 | $322K |
| Insigneo Advisory Services, LLC | 0.03% | Add +7.6% | 8,496 | $308K |
| New England Capital Financial Advisors LLC | 0.14% | Add +0.2% | 7,799 | $283K |
| StoneX Group Inc. | 0.02% | Reduce -11.0% | 7,699 | $279K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,658 | $278K |
| Wealth Effects LLC | 0.10% | Add +0.0% | 7,584 | $275K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.6% | 7,353 | $267K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.9% | 7,310 | $265K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,705 | $243K |
| International Assets Investment Management, LLC | 0.02% | New | 6,543 | $237K |
| Apollon Financial, LLC | 0.06% | Add +0.4% | 6,498 | $236K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Reduce -13.5% | 6,117 | $222K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 5,544 | $201K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 5,525 | $200K |
| ORG Partners LLC | 0.02% | No change | 3,912 | $142K |
| Glassman Wealth Services | 0.02% | No change | 3,159 | $115K |
| Allworth Financial LP | 0.00% | Reduce -39.8% | 3,022 | $113K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,063 | $111K |
| Private Trust Co. NA | 0.01% | Add +303.0% | 2,660 | $96K |
| Wells Fargo & Company | 0.00% | New | 1,829 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.9% | 1,754 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 1,394 | $51K |
| BlackRock, Inc. | 0.00% | New | 1,000 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 826 | $30K |
| Tidemark, LLC | 0.01% | No change | 473 | $17K |
| Cwm, LLC | 0.00% | New | 453 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 200 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 100 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 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.