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First Trust Dow 30 Equal Weight ETF

72 hedge funds and large institutions have $165M invested in First Trust Dow 30 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more funds holding

Funds holding: 6372 (+9)

14% more capital invested

Capital invested by funds: $145M → $165M (+$20.1M)

6.07% more ownership

Funds ownership: 65.56%71.63% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% 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
14
Increased
30
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$819K -$1.27M -34,737 -61%
SA
27
Sanctuary Advisors
Indiana
$759K -$14.2K -387 -2%
Wealthfront Advisers
28
Wealthfront Advisers
California
$676K +$216K +5,915 +46%
Jane Street
29
Jane Street
New York
$664K -$229K -6,254 -25%
SWP
30
Stratos Wealth Partners
Ohio
$593K +$49.8K +1,360 +9%
MML Investors Services
31
MML Investors Services
Massachusetts
$590K -$56.9K -1,555 -9%
TWM
32
TCFG Wealth Management
California
$575K -$659 -18 -0.1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$509K -$1.08M -29,397 -68%
AI
34
Atria Investments
North Carolina
$444K +$57.4K +1,570 +15%
AA
35
Armis Advisers
Georgia
$437K +$441K +12,057 New
UBS Group
36
UBS Group
Switzerland
$432K +$435K +11,900 New
KPWS
37
Kestra Private Wealth Services
Texas
$431K +$7.39K +202 +2%
GWP
38
Gateway Wealth Partners
Wisconsin
$398K +$915 +25 +0.2%
Stifel Financial
39
Stifel Financial
Missouri
$373K +$26.7K +730 +8%
HI
40
Harbour Investments
Wisconsin
$369K -$14.6K -400 -4%
RFG
41
REAP Financial Group
Texas
$366K +$659 +18 +0.2%
Truist Financial
42
Truist Financial
North Carolina
$346K +$256 +7 +0.1%
PAG
43
Private Advisor Group
New Jersey
$340K +$31.9K +873 +10%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$322K -$288K -7,864 -47%
IAS
45
Insigneo Advisory Services
Florida
$308K +$22.1K +603 +8%
NECFA
46
New England Capital Financial Advisors
Connecticut
$283K +$549 +15 +0.2%
SG
47
StoneX Group
New York
$279K -$34.7K -949 -11%
CPIG
48
Chicago Partners Investment Group
Illinois
$278K +$695 +19 +0.2%
WE
49
Wealth Effects
Massachusetts
$275K +$73 +2 +0%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$267K -$28.6K -781 -10%

EDOW Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q4 2024, worth a combined $165M — up 14% from $145M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDOW positions and 3 closed out — a net gain of 11 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Morgan Stanley, cutting an estimated $2.98M.

  • 72 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $165M of First Trust Dow 30 Equal Weight ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 14 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q4 2024 was LPL Financial, an estimated $7.15M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.98M sold.

Based on aggregated 13F filings for Q4 2024.