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First Trust Dow 30 Equal Weight ETF
EDOW

48 hedge funds and large institutions have $91.7M invested in First Trust Dow 30 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $81.8M → $91.7M (+$9.84M)

4.7% more ownership

Funds ownership: 59.95% → 64.64% (+4.7%)

2% more funds holding

Funds holding: 47 → 48 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
25
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWM
Western Wealth Management
Colorado
+$6.17M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.01M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.56M
5
AAS
Ameritas Advisory Services
Nebraska
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
CWAF
Core Wealth Advisors (Florida)
Florida
-$14.4M
2
GIA
Gladstone Institutional Advisory
Florida
-$3.83M
3
KAS
Kestra Advisory Services
Texas
-$182K
4
GWM
Geneos Wealth Management
Colorado
-$88.1K
5
SCA
Snowden Capital Advisors
New York
-$58K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
26
Stonebridge Financial Planning Group
Florida
$280K +$31 +1 +0%
SOS
27
Silver Oak Securities
Tennessee
$271K +$271K +8,748 New
WE
28
Wealth Effects
Massachusetts
$270K -$217 -7 -0.1%
PAG
29
Private Advisor Group
New Jersey
$259K -$12.8K -413 -5%
NFG
30
Nations Financial Group
Iowa
$247K +$247K +7,975 New
JWCA
31
J.W. Cole Advisors
Florida
$233K +$526 +17 +0.2%
CPIG
32
Chicago Partners Investment Group
Illinois
$222K +$743 +24 +0.3%
GWS
33
Glassman Wealth Services
Virginia
$212K +$212K +6,850 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$207K +$2.01K +65 +1%
RJA
35
Raymond James & Associates
Florida
$206K +$248 +8 +0.1%
GWM
36
Geneos Wealth Management
Colorado
$130K -$88.1K -2,847 -40%
CFGS
37
Concourse Financial Group Securities
Alabama
$100K – – –
IA
38
IFP Advisors
Florida
$92K +$128K +4,139 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$84K -$21K -679 -20%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$77K +$371 +12 +0.5%
SPIA
41
Steward Partners Investment Advisory
New York
$76K +$279 +9 +0.4%
UBS Group
42
UBS Group
Switzerland
$23K +$11.2K +363 +99%
APA
43
American Portfolios Advisors
New York
$21.1K -$7.71K -249 -27%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$19K – – –
AF
45
Allworth Financial
California
$14K +$62 +2 +0.5%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$4K – – –
MCC
47
Money Concepts Capital
Florida
$3K +$3.25K +105 New
GRP
48
Global Retirement Partners
California
$3K +$3.53K +114 New
CWAF
49
Core Wealth Advisors (Florida)
Florida
– -$14.4M -454,864 Closed
GIA
50
Gladstone Institutional Advisory
Florida
– -$3.83M -120,644 Closed
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EDOW Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2022, worth a combined $91.7M — up 12% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDOW positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Western Wealth Management, adding an estimated $6.17M. The largest seller was Core Wealth Advisors (Florida), exiting entirely with an estimated $14.4M sold.

  • 48 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $91.7M of First Trust Dow 30 Equal Weight ETF stock for Q1 2022, up 12% quarter-over-quarter.
  • 10 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2022 and 8 closed out, a net change of +2 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2022 was Western Wealth Management, an estimated $6.17M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2022 was Core Wealth Advisors (Florida), an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.