We are live on ! Find out more
EDOW icon

First Trust Dow 30 Equal Weight ETF

69 hedge funds and large institutions have $155M invested in First Trust Dow 30 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 6669 (+3)

0.46% more ownership

Funds ownership: 66.86%67.32% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

9% less capital invested

Capital invested by funds: $170M → $155M (-$14.8M)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
23
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.14M +$750K +22,354 +191%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$927K +$6.91K +206 +0.7%
Goldman Sachs
28
Goldman Sachs
New York
$899K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$759K +$69.6K +2,076 +10%
DADC
30
D.A. Davidson & Co
Montana
$681K +$75K +2,237 +12%
Jane Street
31
Jane Street
New York
$669K -$245K -7,298 -27%
MML Investors Services
32
MML Investors Services
Massachusetts
$586K +$13.7K +408 +2%
SA
33
Sanctuary Advisors
Indiana
$580K +$588K +17,545 New
Wealthfront Advisers
34
Wealthfront Advisers
California
$469K +$112K +3,348 +31%
RFG
35
REAP Financial Group
Texas
$427K -$76.1K -2,268 -15%
HI
36
Harbour Investments
Wisconsin
$392K -$2.62K -78 -0.7%
KPWS
37
Kestra Private Wealth Services
Texas
$377K -$3.35K -100 -0.9%
GWP
38
Gateway Wealth Partners
Wisconsin
$363K +$40.1K +1,196 +12%
Mariner
39
Mariner
Kansas
$347K +$30K +896 +9%
AI
40
Atria Investments
North Carolina
$331K +$331K +9,876 New
Truist Financial
41
Truist Financial
North Carolina
$319K
Stifel Financial
42
Stifel Financial
Missouri
$289K +$1.54K +46 +0.5%
PAG
43
Private Advisor Group
New Jersey
$281K -$12.8K -381 -4%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$268K -$32.5K -970 -11%
CPIG
45
Chicago Partners Investment Group
Illinois
$264K +$738 +22 +0.3%
NECFA
46
New England Capital Financial Advisors
Connecticut
$260K -$66.7K -1,988 -20%
IAS
47
Insigneo Advisory Services
Florida
$258K -$62.7K -1,870 -19%
WE
48
Wealth Effects
Massachusetts
$254K -$38.8K -1,156 -13%
JWCA
49
J.W. Cole Advisors
Florida
$253K -$5.83K -174 -2%
SFPG
50
Stonebridge Financial Planning Group
Florida
$240K -$9.99K -298 -4%

EDOW Hedge Fund Activity: Q2 2024 in Review

69 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2024, worth a combined $155M — down 8.7% from $170M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EDOW positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Summit Investment Advisory Services, opening a new position worth an estimated $2.29M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $8.03M sold.

  • 69 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2024, up from 66 in Q1 2024.
  • Funds reported $155M of First Trust Dow 30 Equal Weight ETF stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 11 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2024 and 6 closed out, a net change of +5 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2024 was Summit Investment Advisory Services, an estimated $2.29M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2024 was Regal Investment Advisors, an estimated $8.03M sold.

Based on aggregated 13F filings for Q2 2024.