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First Trust Dow 30 Equal Weight ETF
EDOW

66 hedge funds and large institutions have $170M invested in First Trust Dow 30 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 65 → 66 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18.02% less ownership

Funds ownership: 84.88% → 66.86% (-18%)

23% less capital invested

Capital invested by funds: $220M → $170M (-$50.5M)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
30
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.83M
2
RJA
Raymond James & Associates
Florida
+$3.44M
3
SWP
Stratos Wealth Partners
Ohio
+$2.04M
4
SPC
Sigma Planning Corp
Michigan
+$1.1M
5
CA
Cetera Advisors
Colorado
+$675K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$31.4M
2
NA
NewEdge Advisors
Louisiana
-$18.2M
3
KAS
Kestra Advisory Services
Texas
-$11.7M
4
AWM
AE Wealth Management
Kansas
-$7.86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$939K -$384K -11,542 -30%
Goldman Sachs
27
Goldman Sachs
New York
$925K +$460K +13,808 +106%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$710K -$358K -10,759 -34%
CA
29
Cetera Advisors
Colorado
$698K +$675K +20,279 New
DC
30
Davenport & Co
Virginia
$630K +$203K +6,096 +50%
DADC
31
D.A. Davidson & Co
Montana
$624K +$71.1K +2,135 +13%
MML Investors Services
32
MML Investors Services
Massachusetts
$589K -$10.5K -314 -2%
HF
33
HRT Financial
New York
$563K +$545K +16,369 New
RFG
34
REAP Financial Group
Texas
$517K +$18.8K +564 +4%
HI
35
Harbour Investments
Wisconsin
$406K +$39.3K +1,179 +11%
OMC
36
Old Mission Capital
Illinois
$403K +$389K +11,694 New
KPWS
37
Kestra Private Wealth Services
Texas
$392K +$11.4K +341 +3%
CAN
38
Cetera Advisor Networks
California
$372K -$32.9K -989 -8%
Wealthfront Advisers
39
Wealthfront Advisers
California
$367K +$30.6K +918 +9%
IAS
40
Insigneo Advisory Services
Florida
$336K -$36.3K -1,090 -10%
NECFA
41
New England Capital Financial Advisors
Connecticut
$336K +$499 +15 +0.2%
GWP
42
Gateway Wealth Partners
Wisconsin
$332K +$322K +9,656 New
Truist Financial
43
Truist Financial
North Carolina
$328K – – –
Mariner
44
Mariner
Kansas
$326K +$499 +15 +0.2%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$309K +$47.4K +1,422 +19%
PAG
46
Private Advisor Group
New Jersey
$302K +$1.67K +50 +0.6%
WE
47
Wealth Effects
Massachusetts
$301K +$67 +2 +0%
Stifel Financial
48
Stifel Financial
Missouri
$296K -$52.7K -1,584 -16%
JWCA
49
J.W. Cole Advisors
Florida
$267K +$666 +20 +0.3%
SFPG
50
Stonebridge Financial Planning Group
Florida
$257K – – –
1
2
3

EDOW Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2024, worth a combined $170M — down 23% from $220M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EDOW positions and 5 closed out — a net gain of 2 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.83M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 66 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $170M of First Trust Dow 30 Equal Weight ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 7 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $4.83M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2024 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2024.