First Trust Dow 30 Eql WGHTEDOWETF
13F holders, Q2 2025 (June 30)65holders −1
7new positions
8sold out
$38.33avg. 13F price*
At the end of Q2 2025, 65 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, down 1 from Q1 2025. 7 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($37.7M), Morgan Stanley ($30.5M) and Vestmark Advisory Solutions, Inc. ($21.4M).
- Company
- First Trust Dow 30 Eql WGHT
- CUSIP
- 33733A201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.1M |
| Exits | 8 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 578,543 shares bought and 946,688 shares sold, net −368,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| LPL Financial LLC | 0.01% | Reduce -8.5% | 983,121 | $37.7M |
| Morgan Stanley | 0.00% | Add +0.8% | 794,680 | $30.5M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Add +78.6% | 558,824 | $21.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 210,145 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -71.0% | 197,063 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Add +14.1% | 189,856 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Add +68.0% | 164,622 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +9.0% | 160,233 | $6.1M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | New | 94,118 | $3.6M |
| Ignite Planners, LLC | 0.61% | Reduce -0.7% | 90,581 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 80,651 | $3.1M |
| Summit Investment Advisors, Inc. | 2.47% | Add +1.9% | 79,091 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +2.0% | 67,802 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 57,057 | $2.2M |
| Kovack Advisors, Inc. | 0.20% | Add +0.6% | 52,609 | $2.0M |
| HighTower Advisors, LLC | 0.00% | New | 48,671 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.2% | 43,967 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 40,194 | $1.5M |
| Gratus Wealth Advisors, LLC | 0.23% | Reduce -2.9% | 39,830 | $1.5M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -21.4% | 38,076 | $1.5M |
| Bank of America Corp. | 0.00% | Add +49.2% | 33,411 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.5% | 29,907 | $1.1M |
| UBS Group AG | 0.00% | Add +140.4% | 26,807 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.0% | 24,931 | $956K |
| Royal Bank of Canada | 0.00% | Add +249.3% | 23,982 | $919K |
| Sigma Planning Corp | 0.02% | Reduce -60.6% | 20,185 | $774K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.5% | 19,017 | $729K |
| Wealthfront Advisers LLC | 0.00% | Add +3.5% | 18,227 | $699K |
| TCFG Wealth Management, LLC | 0.28% | Add +0.6% | 15,946 | $611K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.8% | 13,175 | $505K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 13,017 | $499K |
| Atria Investments, Inc | 0.01% | Add +2.2% | 12,540 | $481K |
| Jane Street Group, LLC | 0.00% | Reduce -46.9% | 12,107 | $464K |
| Private Advisor Group, LLC | 0.00% | Add +8.8% | 10,628 | $407K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.9% | 10,603 | $406K |
| Gateway Wealth Partners, LLC | 0.07% | Add +9.9% | 10,319 | $396K |
| Harbour Investments, Inc. | 0.01% | No change | 9,931 | $381K |
| Truist Financial Corp. | 0.00% | No change | 9,526 | $365K |
| StoneX Group Inc. | 0.02% | Add +8.9% | 8,222 | $315K |
| Wealth Effects LLC | 0.10% | Reduce -1.8% | 6,956 | $267K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.6% | 6,648 | $255K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,543 | $251K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,220 | $242K |
| Bison Wealth, LLC | 0.02% | Reduce -32.1% | 5,997 | $230K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 5,544 | $213K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,525 | $212K |
| Atlas Wealth LLC | 0.10% | New | 5,419 | $210K |
| Arete Wealth Advisors, LLC | 0.01% | New | 5,234 | $201K |
| REAP Financial Group, LLC | 0.05% | Reduce -37.8% | 5,153 | $198K |
| Glassman Wealth Services | 0.02% | No change | 3,159 | $121K |
| Allworth Financial LP | 0.00% | No change | 3,022 | $116K |
| Private Trust Co. NA | 0.01% | No change | 2,766 | $106K |
| ORG Partners LLC | 0.02% | No change | 2,412 | $93K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.6% | 1,544 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 1,488 | $57K |
| Parallel Advisors, LLC | 0.00% | No change | 1,394 | $53K |
| BlackRock, Inc. | 0.00% | No change | 1,000 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 826 | $32K |
| Tidemark, LLC | 0.01% | No change | 473 | $18K |
| Cwm, LLC | 0.00% | No change | 453 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 338 | $13K |
| FMR LLC | 0.00% | No change | 191 | $7K |
| Simplex Trading, LLC | 0.00% | New | 150 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $2K |
| POM Investment Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $37 |
"% 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.