First Trust Dow 30 Eql WGHTEDOWETF

13F holders, Q1 2026 (March 31)
81holders +11
15new positions
3sold out
1famous investor
$42.30avg. 13F price*

At the end of Q1 2026, 81 institutions reported holding First Trust Dow 30 Eql WGHT (EDOW) in their 13F filings, up 11 from Q4 2025. 15 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($61.9M), LPL Financial LLC ($49.3M) and Vestmark Advisory Solutions, Inc. ($23.1M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$26.1M
Exits3$1.2M

All 13F filers, Q4 2025 → Q1 2026: 2,109,982 shares bought and 295,282 shares sold, net +1,814,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Morgan Stanley 0.00% Add +96.9% 1,526,680 $61.9M
LPL Financial LLC 0.01% Add +11.2% 1,213,977 $49.3M
Vestmark Advisory Solutions, Inc. 0.26% Add +116.5% 569,810 $23.1M
UBS Group AG 0.00% Add +141302.5% 229,072 $9.3M
Commonwealth Equity Services, LLC 0.01% Add +1.2% 204,014 $8.3M
Independent Advisor Alliance 0.08% New 175,084 $7.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +62.4% 126,338 $5.1M
Envestnet Asset Management Inc. 0.00% Add +93.2% 123,266 $5.0M
Raymond James Financial Inc. 0.00% Reduce -21.8% 121,432 $4.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 119,168 $4.8M
Goldman Sachs Group Inc. 0.00% Add +269.3% 103,537 $4.2M
Ignite Planners, LLC 0.59% Add +0.1% 94,276 $3.8M
Guardian Wealth Advisors, LLC / NC 0.22% Reduce -0.2% 83,528 $3.4M
Cetera Investment Advisers 0.00% Add +46.5% 82,275 $3.3M
Wealthcare Advisory Partners LLC 0.06% Add +0.3% 72,039 $2.9M
Kovack Advisors, Inc. 0.14% Reduce -0.1% 65,056 $2.6M
Osaic Holdings, Inc. 0.00% Reduce -15.3% 57,844 $2.3M
Kestra Advisory Services, LLC 0.01% Add +12.7% 48,816 $2.0M
Ameritas Advisory Services, LLC 0.06% Add +0.0% 40,431 $1.6M
Gateway Wealth Partners, LLC 0.06% Add +309.6% 38,606 $1.6M
Jane Street Group, LLC 0.00% New 37,991 $1.5M
Harvest Investment Services, LLC 0.23% Reduce -3.1% 30,477 $1.2M
Bank of America Corp. 0.00% Add +0.8% 26,331 $1.1M
Atria Investments, Inc 0.01% Add +118.7% 25,983 $1.1M
Gratus Wealth Advisors, LLC 0.15% Reduce -1.1% 25,955 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -88.4% 24,552 $996K
D.A. Davidson & Co. 0.01% Add +1.0% 23,980 $973K
MML Investors Services, LLC 0.00% Add +51.6% 23,403 $949K
Sanctuary Advisors, LLC 0.01% Add +5.0% 22,674 $920K
Citadel Advisors 0.00% New 21,148 $858K
Wealthfront Advisers LLC 0.00% Add +13.6% 18,949 $769K
Stifel Financial Corp. 0.00% Add +28.0% 18,449 $748K
Private Advisor Group, LLC 0.00% Add +11.8% 17,892 $726K
TCFG Wealth Management, LLC 0.24% No change 15,683 $636K
TCFG Investment Advisors, LLC 0.24% — 15,683 $636K
Harbour Investments, Inc. 0.01% Add +18.2% 14,955 $607K
Farther Finance Advisors, LLC 0.01% New 14,866 $602K
Stratos Wealth Partners, LTD. 0.01% Add +0.0% 13,586 $551K
Wedbush Securities Inc. 0.01% No change 12,500 $507K
Royal Bank of Canada 0.00% Add +69.4% 12,012 $488K
Janney Montgomery Scott LLC 0.00% Add +97.8% 11,756 $477K
Kestra Private Wealth Services, LLC 0.00% Reduce -4.7% 9,628 $391K
Truist Financial Corp. 0.00% No change 9,481 $385K
Proactive Wealth Strategies LLC 0.06% New 8,304 $337K
Park Avenue Securities LLC 0.00% New 8,007 $325K
Parallel Advisors, LLC 0.01% Add +188.7% 7,431 $301K
Susquehanna International Group, LLP 0.00% Reduce -80.8% 7,033 $285K
Wealth Effects LLC 0.10% Add +0.0% 6,961 $282K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.6% 6,886 $279K
Beck Capital Management, LLC 0.06% Add +15.5% 6,560 $266K
International Assets Investment Management, LLC 0.02% Reduce -0.5% 6,543 $265K
Camelot Portfolios, LLC 0.19% Reduce -0.4% 6,147 $249K
Summit Financial, LLC 0.00% Reduce -0.7% 6,071 $246K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +3.9% 5,693 $231K
Integrated Wealth Concepts LLC 0.00% Add +2.6% 5,487 $223K
Great Valley Advisor Group, Inc. 0.00% Reduce -1.5% 5,460 $222K
Nations Financial Group Inc, /Ia/ 0.01% No change 5,425 $220K
Atlas Wealth LLC 0.09% No change 5,419 $220K
Sigma Planning Corp 0.01% No change 5,408 $219K
HRT Financial LP 0.00% New 5,367 $217K
Magnolia Capital Advisors LLC 0.04% New 5,045 $205K
Prime Capital Investment Advisors, LLC 0.00% No change 5,000 $203K
REAP Financial Group, LLC 0.03% Add +0.3% 4,098 $166K
Glassman Wealth Services 0.02% No change 3,159 $128K
Allworth Financial LP 0.00% No change 3,016 $122K
Private Trust Co. NA 0.01% No change 2,766 $112K
Ameriflex Group, Inc. 0.06% New 2,760 $112K
JPMorgan Chase & Co. 0.00% Add +69.8% 2,743 $109K
Ascentis Independent Advisors 0.01% New 2,412 $98K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,145 $46K
Wells Fargo & Company 0.00% New 1,000 $41K
BlackRock, Inc. 0.00% No change 1,000 $41K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.7% 848 $34K
Tidemark, LLC 0.00% No change 473 $19K
Sound Income Strategies, LLC 0.00% No change 450 $18K
Steward Partners Investment Advisory, LLC 0.00% No change 402 $16K
O'shaughnessy Asset Management, LLC 0.00% Add +15.1% 389 $16K
POM Investment Strategies, LLC 0.02% New 368 $15K
Rockefeller Capital Management L.P. 0.00% Reduce -82.8% 280 $11K
FMR LLC 0.00% Add +1.0% 209 $8K
Merkkuri Wealth Advisors LLC 0.00% New 56 $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.