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First Trust Dow 30 Equal Weight ETF

50 hedge funds and large institutions have $77.1M invested in First Trust Dow 30 Equal Weight ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 4850 (+2)

1.61% less ownership

Funds ownership: 64.64%63.03% (-1.6%)

16% less capital invested

Capital invested by funds: $91.7M → $77.1M (-$14.6M)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$291K -$76.4K -2,610 -20%
WE
27
Wealth Effects
Massachusetts
$256K +$20.5K +702 +8%
JWCA
28
J.W. Cole Advisors
Florida
$233K +$31.2K +1,065 +14%
CPIG
29
Chicago Partners Investment Group
Illinois
$226K +$644 +22 +0.3%
PAG
30
Private Advisor Group
New Jersey
$225K -$1.93K -66 -0.8%
Wealthfront Advisers
31
Wealthfront Advisers
California
$225K +$242K +8,282 New
SFPG
32
Stonebridge Financial Planning Group
Florida
$220K -$27.4K -935 -10%
NFG
33
Nations Financial Group
Iowa
$217K
GWS
34
Glassman Wealth Services
Virginia
$186K
BFEC
35
Benjamin F. Edwards & Company
Missouri
$150K +$82.1K +2,805 +103%
IA
36
IFP Advisors
Florida
$92K
CFGS
37
Concourse Financial Group Securities
Alabama
$88K
SPIA
38
Steward Partners Investment Advisory
New York
$67K +$263 +9 +0.4%
AW
39
ACG Wealth
Georgia
$64K +$69K +2,359 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$49K -$20.3K -693 -28%
CWAF
41
Core Wealth Advisors (Florida)
Florida
$41K +$43.9K +1,500 New
M1FG
42
Mach-1 Financial Group
Arkansas
$38K +$41.8K +1,429 New
GWM
43
Geneos Wealth Management
Colorado
$24K -$97.2K -3,321 -79%
APA
44
American Portfolios Advisors
New York
$17.2K -$1.38K -47 -7%
TSWM
45
Tyler-Stone Wealth Management
Ohio
$16K
AF
46
Allworth Financial
California
$12K +$59 +2 +0.4%
TRCT
47
Tower Research Capital (TRC)
New York
$6K -$329K -11,239 -98%
UBS Group
48
UBS Group
Switzerland
$5K -$15.9K -544 -75%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$4K
GRP
50
Global Retirement Partners
California
$4K +$439 +15 +13%

EDOW Hedge Fund Activity: Q2 2022 in Review

50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2022, worth a combined $77.1M — down 16% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDOW positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 23 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $4.43M. The largest seller was Envestnet Asset Management, cutting an estimated $4.25M.

  • 50 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2022, up from 48 in Q1 2022.
  • Funds reported $77.1M of First Trust Dow 30 Equal Weight ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 8 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2022 and 6 closed out, a net change of +2 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $4.43M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.