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First Trust Dow 30 Equal Weight ETF
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Overview Fund Activity

60 hedge funds and large institutions have $162M invested in First Trust Dow 30 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$11.7M
2
KAS
2
Kestra Advisory Services
Texas
$23.4M
3
AWM
3
AE Wealth Management
Kansas
$4.52M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.01M
5
Bank of America
5
Bank of America
North Carolina
$2.47M

Top Sellers

1
IP
1
Ignite Planners
California
$3.83M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$9.28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$222K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$495K +$31.9K +1,101 +7%
SWP
27
Stratos Wealth Partners
Ohio
$409K – – –
Stifel Financial
28
Stifel Financial
Missouri
$403K +$48.7K +1,677 +14%
IAS
29
Insigneo Advisory Services
Florida
$403K +$610 +21 +0.2%
Wealthfront Advisers
30
Wealthfront Advisers
California
$387K +$7.11K +245 +2%
Goldman Sachs
31
Goldman Sachs
New York
$379K – – –
CAN
32
Cetera Advisor Networks
California
$344K +$150K +5,176 +78%
AAS
33
Avantax Advisory Services
Texas
$343K -$36.4K -1,253 -10%
KPWS
34
Kestra Private Wealth Services
Texas
$317K +$6.71K +231 +2%
DADC
35
D.A. Davidson & Co
Montana
$294K +$36.5K +1,258 +14%
WWM
36
Western Wealth Management
Colorado
$286K -$175K -6,040 -38%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$281K +$281K +9,671 New
Truist Financial
38
Truist Financial
North Carolina
$276K – – –
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$256K +$256K +8,817 New
WE
40
Wealth Effects
Massachusetts
$254K -$20.3K -699 -7%
SFPG
41
Stonebridge Financial Planning Group
Florida
$230K – – –
JWCA
42
J.W. Cole Advisors
Florida
$228K +$726 +25 +0.3%
Citadel Advisors
43
Citadel Advisors
Florida
$222K -$567K -19,541 -72%
CPIG
44
Chicago Partners Investment Group
Illinois
$215K +$684 +24 +0.3%
PAG
45
Private Advisor Group
New Jersey
$213K -$3.08K -106 -1%
GWM
46
Gray Wealth Management
Maine
$208K – – –
NECFA
47
New England Capital Financial Advisors
Connecticut
$207K +$207K +7,124 New
OP
48
ORG Partners
Indiana
$112K – – –
GWS
49
Glassman Wealth Services
Virginia
$91.7K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$72.9K +$290 +10 +0.4%
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