First Trust Dow 30 Eql WGHTEDOWETF
13F holders, Q1 2025 (March 31)66holders −6
1new positions
8sold out
1famous investor
$36.19avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, down 6 from Q4 2024. 1 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($38.9M), Morgan Stanley ($28.5M) and Cambridge Investment Research Advisors, Inc. ($24.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 8 | $10.0M |
All 13F filers, Q4 2024 → Q1 2025: 708,313 shares bought and 496,486 shares sold, net +211,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.02% | Reduce -6.2% | 1,074,123 | $38.9M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 788,125 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +216.4% | 678,806 | $24.6M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Reduce -8.3% | 312,899 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.8% | 202,238 | $7.3M |
| POM Investment Strategies, LLC | 8.33% | Reduce -12.4% | 196,684 | $7.1M |
| NewEdge Advisors, LLC | 0.04% | Add +43.4% | 166,470 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +122.8% | 147,008 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.6% | 97,983 | $3.5M |
| Ignite Planners, LLC | 0.63% | Reduce -1.7% | 91,179 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.9% | 77,049 | $2.8M |
| Summit Investment Advisors, Inc. | 2.44% | Add +5.6% | 77,637 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +5.1% | 66,485 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 57,104 | $2.1M |
| Kovack Advisors, Inc. | 0.20% | Add +40.2% | 52,309 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -2.8% | 51,244 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | No change | 48,445 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.5% | 48,396 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.8% | 47,854 | $1.7M |
| Gratus Wealth Advisors, LLC | 0.24% | No change | 41,032 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +144.2% | 39,712 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +1.1% | 29,888 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +99.9% | 28,063 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 25,186 | $912K |
| Jane Street Group, LLC | 0.00% | Add +24.5% | 22,791 | $826K |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 22,390 | $811K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 19,913 | $721K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.5% | 17,613 | $638K |
| TCFG Wealth Management, LLC | 0.29% | No change | 15,855 | $574K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.3% | 13,847 | $502K |
| Stifel Financial Corp. | 0.00% | Add +23.0% | 12,647 | $458K |
| Citadel Advisors | 0.00% | Reduce -58.6% | 12,483 | $452K |
| Atria Investments, Inc | 0.01% | Add +0.4% | 12,274 | $445K |
| UBS Group AG | 0.00% | Reduce -6.3% | 11,153 | $404K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.1% | 10,921 | $396K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.5% | 9,931 | $360K |
| Private Advisor Group, LLC | 0.00% | Add +4.0% | 9,766 | $354K |
| Truist Financial Corp. | 0.00% | No change | 9,526 | $345K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -14.5% | 9,385 | $340K |
| Bison Wealth, LLC | 0.03% | Reduce -26.8% | 8,829 | $320K |
| REAP Financial Group, LLC | 0.07% | Reduce -18.0% | 8,279 | $300K |
| StoneX Group Inc. | 0.01% | Reduce -1.9% | 7,549 | $273K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.6% | 7,400 | $268K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.8% | 7,158 | $259K |
| Wealth Effects LLC | 0.11% | Reduce -6.6% | 7,085 | $257K |
| Royal Bank of Canada | 0.00% | Reduce -22.7% | 6,866 | $248K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -8.5% | 6,687 | $242K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,543 | $237K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Add +0.1% | 6,123 | $222K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 5,544 | $201K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 5,525 | $200K |
| Glassman Wealth Services | 0.02% | No change | 3,159 | $114K |
| Allworth Financial LP | 0.00% | No change | 3,022 | $105K |
| Private Trust Co. NA | 0.01% | Add +4.0% | 2,766 | $100K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.9% | 2,516 | $91K |
| ORG Partners LLC | 0.02% | Reduce -38.3% | 2,412 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 1,759 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 1,394 | $50K |
| BlackRock, Inc. | 0.00% | No change | 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% | No change | 453 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 200 | $7K |
| FMR LLC | 0.00% | New | 191 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $4K |
| Lanark Financial, Inc. | 0.00% | — | 75 | $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.