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First Trust Dow 30 Equal Weight ETF
EDOW

63 hedge funds and large institutions have $145M invested in First Trust Dow 30 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.76% less ownership

Funds ownership: 67.32% → 65.56% (-1.8%)

6% less capital invested

Capital invested by funds: $155M → $145M (-$9.75M)

9% less funds holding

Funds holding: 69 → 63 (-6)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
28
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
+$1.04M
2
LPL Financial
LPL Financial
California
+$957K
3
NA
NewEdge Advisors
Louisiana
+$529K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$402K
5
JSL
JT Stratford LLC
Georgia
+$333K

Top Sellers

Rank Fund Capital Flow
1
GWA
Gratus Wealth Advisors
Virginia
-$13.1M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$2.29M
3
SWP
Stratos Wealth Partners
Ohio
-$2.15M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.39M
5
OMC
Old Mission Capital
Illinois
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$832K -$432K -12,527 -35%
SA
27
Sanctuary Advisors
Indiana
$760K +$96K +2,780 +16%
MML Investors Services
28
MML Investors Services
Massachusetts
$641K +$11K +320 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$602K -$204K -5,918 -26%
TWM
30
TCFG Wealth Management
California
$571K +$548K +15,873 New
SWP
31
Stratos Wealth Partners
Ohio
$539K -$2.15M -62,168 -81%
Wealthfront Advisers
32
Wealthfront Advisers
California
$458K -$44.2K -1,280 -9%
KPWS
33
Kestra Private Wealth Services
Texas
$420K +$13.8K +401 +4%
GWP
34
Gateway Wealth Partners
Wisconsin
$394K +$3.49K +101 +0.9%
AI
35
Atria Investments
North Carolina
$383K +$27K +782 +8%
HI
36
Harbour Investments
Wisconsin
$381K -$38.6K -1,118 -10%
RFG
37
REAP Financial Group
Texas
$362K -$92.4K -2,678 -21%
JSL
38
JT Stratford LLC
Georgia
$347K +$333K +9,650 New
Stifel Financial
39
Stifel Financial
Missouri
$344K +$31.6K +915 +11%
Truist Financial
40
Truist Financial
North Carolina
$342K – – –
SG
41
StoneX Group
New York
$311K +$299K +8,648 New
PAG
42
Private Advisor Group
New Jersey
$306K +$4.04K +117 +1%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$293K +$4.66K +135 +2%
IAS
44
Insigneo Advisory Services
Florida
$284K +$104 +3 +0%
NECFA
45
New England Capital Financial Advisors
Connecticut
$280K +$518 +15 +0.2%
CPIG
46
Chicago Partners Investment Group
Illinois
$275K +$725 +21 +0.3%
JWCA
47
J.W. Cole Advisors
Florida
$274K +$1.45K +42 +0.6%
WE
48
Wealth Effects
Massachusetts
$273K +$35 +1 +0%
SFPG
49
Stonebridge Financial Planning Group
Florida
$254K -$3.21K -93 -1%
AF
50
Apollon Financial
South Carolina
$233K +$967 +28 +0.4%
1
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EDOW Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2024, worth a combined $145M — down 6.3% from $155M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EDOW and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $1.04M. The largest seller was Gratus Wealth Advisors, cutting an estimated $13.1M.

  • 63 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $145M of First Trust Dow 30 Equal Weight ETF stock for Q3 2024, down 6.3% quarter-over-quarter.
  • 6 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2024 and 9 closed out, a net change of -3 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $1.04M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2024 was Gratus Wealth Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.