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First Trust Dow 30 Equal Weight ETF

47 hedge funds and large institutions have $81.8M invested in First Trust Dow 30 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

31% more funds holding

Funds holding: 3647 (+11)

21% more capital invested

Capital invested by funds: $67.5M → $81.8M (+$14.4M)

1.48% more ownership

Funds ownership: 58.46%59.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
13
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$278K +$2.37K +76 +0.9%
WE
27
Wealth Effects
Massachusetts
$277K +$272K +8,726 New
CPIG
28
Chicago Partners Investment Group
Illinois
$240K +$653 +21 +0.3%
JWCA
29
J.W. Cole Advisors
Florida
$238K +$233K +7,497 New
GWM
30
Geneos Wealth Management
Colorado
$224K -$28.6K -918 -11%
RJA
31
Raymond James & Associates
Florida
$211K +$206K +6,633 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$210K -$92.3K -2,967 -31%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$108K -$141K -4,535 -57%
CFGS
34
Concourse Financial Group Securities
Alabama
$103K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$79K +$342 +11 +0.4%
SPIA
36
Steward Partners Investment Advisory
New York
$77K +$280 +9 +0.4%
SCA
37
Snowden Capital Advisors
New York
$58K +$57.4K +1,846 New
AIM
38
Anchor Investment Management
South Carolina
$53.6K +$52.5K +1,688 New
APA
39
American Portfolios Advisors
New York
$29.5K -$43.4K -1,396 -60%
TSWM
40
Tyler-Stone Wealth Management
Ohio
$19K +$18.7K +600 New
AF
41
Allworth Financial
California
$14K +$62 +2 +0.5%
UBS Group
42
UBS Group
Switzerland
$12K +$11.4K +366 New
CFCI
43
Comprehensive Financial Consultants Institutional
Indiana
$9K +$10.2K +327 New
ODG
44
O'Dell Group
Ohio
$8K +$7.38K +237 New
FPWM
45
FSB Premier Wealth Management
Iowa
$7K +$7.44K +239 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$5K
Jane Street
47
Jane Street
New York
-$288K -9,626 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
-$26K -860 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
+$31 +1 New

EDOW Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q4 2021, worth a combined $81.8M — up 21% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDOW positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.66M. The largest seller was Susquehanna International Group, cutting an estimated $592K.

  • 47 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q4 2021, up from 36 in Q3 2021.
  • Funds reported $81.8M of First Trust Dow 30 Equal Weight ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 14 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q4 2021 and 2 closed out, a net change of +12 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q4 2021 was Morgan Stanley, an estimated $7.66M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q4 2021 was Susquehanna International Group, an estimated $592K sold.

Based on aggregated 13F filings for Q4 2021.