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First Trust Dow 30 Equal Weight ETF

46 hedge funds and large institutions have $66.8M invested in First Trust Dow 30 Equal Weight ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

5.21% less ownership

Funds ownership: 63.03%57.83% (-5.2%)

8% less funds holding

Funds holding: 5046 (-4)

13% less capital invested

Capital invested by funds: $77.1M → $66.8M (-$10.3M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$273K +$2.9K +104 +1%
AAS
27
Avantax Advisory Services
Texas
$240K +$270K +9,683 New
WE
28
Wealth Effects
Massachusetts
$234K +$84 +3 +0%
CPIG
29
Chicago Partners Investment Group
Illinois
$223K +$781 +28 +0.4%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$220K +$93.3K +3,347 +61%
JWCA
31
J.W. Cole Advisors
Florida
$217K +$4.88K +175 +2%
GWS
32
Glassman Wealth Services
Virginia
$209K +$44K +1,579 +23%
PAG
33
Private Advisor Group
New Jersey
$206K +$418 +15 +0.2%
TRCT
34
Tower Research Capital (TRC)
New York
$150K +$162K +5,800 +2,479%
IA
35
IFP Advisors
Florida
$92K
CFGS
36
Concourse Financial Group Securities
Alabama
$73K -$8.37K -300 -9%
SPIA
37
Steward Partners Investment Advisory
New York
$61K +$307 +11 +0.4%
M1FG
38
Mach-1 Financial Group
Arkansas
$35K
GWM
39
Geneos Wealth Management
Colorado
$22K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$18K -$30.1K -1,081 -60%
APA
41
American Portfolios Advisors
New York
$15.2K -$558 -20 -3%
GRP
42
Global Retirement Partners
California
$9K +$5.74K +206 +160%
Wells Fargo
43
Wells Fargo
California
$4K +$4.38K +157 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$3K
Truist Financial
45
Truist Financial
North Carolina
-$10.5M -386,106 Closed
Jane Street
46
Jane Street
New York
-$815K -30,000 Closed
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
-$758K -27,620 Closed
SOS
48
Silver Oak Securities
Tennessee
-$447K -15,897 Closed
SFPG
49
Stonebridge Financial Planning Group
Florida
-$220K -8,087 Closed
NFG
50
Nations Financial Group
Iowa
-$217K -7,975 Closed

EDOW Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2022, worth a combined $66.8M — down 13% from $77.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EDOW and 6 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was NewEdge Advisors, adding an estimated $4.57M. The largest seller was Truist Financial, exiting entirely with an estimated $10.5M sold.

  • 46 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2022, down from 50 in Q2 2022.
  • Funds reported $66.8M of First Trust Dow 30 Equal Weight ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 6 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2022 and 10 closed out, a net change of -4 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2022 was NewEdge Advisors, an estimated $4.57M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2022 was Truist Financial, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2022.