First Trust Dow 30 Eql WGHTEDOWETF

13F holders, Q3 2025 (September 30)
69holders +4
10new positions
5sold out
1famous investor
$39.93avg. 13F price*

At the end of Q3 2025, 69 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, up 4 from Q2 2025. 10 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($43.2M), Morgan Stanley ($31.5M) and Vestmark Advisory Solutions, Inc. ($10.8M). 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

020406080100 Q1 2024: 65Q1 2024Q2 2024: 70Q2 2024Q3 2024: 63Q3 2024Q4 2024: 72Q4 2024Q1 2025: 66Q1 2025Q2 2025: 65Q2 2025Q3 2025: 69Q3 2025Q4 2025: 70Q4 2025Q1 2026: 81Q1 2026Q2 2026: 80Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$3.3M
Exits5$2.1M

All 13F filers, Q2 2025 → Q3 2025: 231,705 shares bought and 621,265 shares sold, net −389,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

LPL Financial LLC 0.01% Add +9.9% 1,080,697 $43.2M
Morgan Stanley 0.00% Reduce -0.7% 789,153 $31.5M
Vestmark Advisory Solutions, Inc. 0.21% Reduce -51.7% 270,028 $10.8M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 207,154 $8.3M
NewEdge Advisors, LLC 0.04% Add +5.5% 200,299 $8.0M
Osaic Holdings, Inc. 0.01% Reduce -2.8% 155,683 $6.2M
Raymond James Financial Inc. 0.00% Reduce -37.8% 102,356 $4.1M
Ignite Planners, LLC 0.59% Add +0.1% 90,640 $3.6M
Guardian Wealth Advisors, LLC / NC 0.22% Reduce -9.9% 84,824 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -60.8% 77,268 $3.1M
Wealthcare Advisory Partners LLC 0.06% Add +3.7% 70,313 $2.8M
Kovack Advisors, Inc. 0.24% Add +23.2% 64,810 $2.6M
Cetera Investment Advisers 0.00% Add +1.5% 57,905 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -31.3% 55,407 $2.2M
Ameritas Advisory Services, LLC 0.12% Add +24.8% 47,520 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -3.2% 42,559 $1.7M
Gratus Wealth Advisors, LLC 0.22% No change 39,830 $1.6M
Goldman Sachs Group Inc. 0.00% Add +19.9% 35,874 $1.4M
Susquehanna International Group, LLP 0.00% New 32,131 $1.3M
Bank of America Corp. 0.00% Reduce -7.0% 31,067 $1.2M
Royal Bank of Canada 0.00% Add +24.1% 29,758 $1.2M
UBS Group AG 0.00% Add +7.0% 28,694 $1.1M
D.A. Davidson & Co. 0.01% Reduce -3.5% 24,061 $961K
Sanctuary Advisors, LLC 0.00% Reduce -0.3% 18,961 $757K
Wealthfront Advisers LLC 0.00% Reduce -1.4% 17,977 $718K
Ieq Capital, LLC 0.00% New 17,316 $692K
TCFG Wealth Management, LLC 0.25% No change 15,946 $637K
MML Investors Services, LLC 0.00% Reduce -62.7% 14,976 $598K
Private Advisor Group, LLC 0.00% Add +24.3% 13,207 $527K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.7% 13,085 $523K
Atria Investments, Inc 0.01% Reduce -6.3% 11,748 $469K
Stifel Financial Corp. 0.00% Reduce -11.1% 11,578 $462K
Jane Street Group, LLC 0.00% Reduce -4.8% 11,523 $460K
Sigma Planning Corp 0.01% Reduce -46.3% 10,836 $433K
Gateway Wealth Partners, LLC 0.05% Reduce -2.8% 10,026 $400K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.7% 10,004 $400K
Truist Financial Corp. 0.00% Reduce -0.3% 9,501 $379K
US Bancorp \de 0.00% New 8,428 $337K
Harbour Investments, Inc. 0.01% Reduce -17.6% 8,181 $327K
StoneX Group Inc. 0.01% Reduce -11.8% 7,248 $289K
Wealth Effects LLC 0.09% Add +0.0% 6,957 $278K
Citadel Advisors 0.00% New 6,342 $253K
International Assets Investment Management, LLC 0.02% No change 6,543 $253K
Wealth Enhancement Advisory Services, LLC 0.00% No change 6,220 $249K
J.W. Cole Advisors, Inc. 0.00% Reduce -7.1% 6,176 $247K
Brass Tax Wealth Management, Inc. 0.04% New 5,904 $236K
Great Valley Advisor Group, Inc. 0.00% No change 5,544 $221K
Nations Financial Group Inc, /Ia/ 0.01% No change 5,525 $221K
Atlas Wealth LLC 0.09% No change 5,419 $216K
REAP Financial Group, LLC 0.05% Add +3.9% 5,356 $214K
Arete Wealth Advisors, LLC 0.01% No change 5,234 $209K
Camelot Portfolios, LLC 0.12% New 5,194 $207K
Integrated Wealth Concepts LLC 0.00% New 5,112 $204K
Glassman Wealth Services 0.02% No change 3,159 $126K
Allworth Financial LP 0.00% Reduce -0.2% 3,016 $120K
Private Trust Co. NA 0.01% No change 2,766 $110K
ORG Partners LLC 0.02% No change 2,412 $96K
JPMorgan Chase & Co. 0.00% Add +4.6% 1,615 $65K
Parallel Advisors, LLC 0.00% No change 1,394 $56K
Plante Moran Financial Advisors, LLC 0.00% New 1,022 $41K
BlackRock, Inc. 0.00% No change 1,000 $40K
Northwestern Mutual Wealth Management Co. 0.00% No change 826 $33K
Tidemark, LLC 0.01% No change 473 $19K
Steward Partners Investment Advisory, LLC 0.00% Reduce -73.0% 402 $16K
Hazlett, Burt & Watson, Inc. 0.01% New 395 $16K
O'shaughnessy Asset Management, LLC 0.00% No change 338 $14K
Rockefeller Capital Management L.P. 0.00% New 279 $11K
FMR LLC 0.00% Add +8.4% 207 $8K
Simplex Trading, LLC 0.00% No change 150 $5K

"% 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.