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First Trust Dow 30 Equal Weight ETF

66 hedge funds and large institutions have $172M invested in First Trust Dow 30 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $165M → $172M (+$7.11M)

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

2.13% less ownership

Funds ownership: 71.63%69.49% (-2.1%)

8% less funds holding

Funds holding: 7266 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
23
Reduced
25
Closed
8
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
$811K -$6.82K -184 -0.8%
SA
27
Sanctuary Advisors
Indiana
$721K -$927 -25 -0.1%
Wealthfront Advisers
28
Wealthfront Advisers
California
$638K -$38.2K -1,031 -6%
TWM
29
TCFG Wealth Management
California
$574K
SWP
30
Stratos Wealth Partners
Ohio
$502K -$93K -2,509 -15%
Stifel Financial
31
Stifel Financial
Missouri
$458K +$87.5K +2,362 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$452K -$654K -17,658 -59%
AI
33
Atria Investments
North Carolina
$445K +$1.71K +46 +0.4%
UBS Group
34
UBS Group
Switzerland
$404K -$27.7K -747 -6%
KPWS
35
Kestra Private Wealth Services
Texas
$396K -$35.5K -959 -8%
HI
36
Harbour Investments
Wisconsin
$360K -$9.27K -250 -2%
PAG
37
Private Advisor Group
New Jersey
$354K +$14K +378 +4%
Truist Financial
38
Truist Financial
North Carolina
$345K
GWP
39
Gateway Wealth Partners
Wisconsin
$340K -$59K -1,593 -15%
AA
40
Armis Advisers
Georgia
$320K -$120K -3,228 -27%
RFG
41
REAP Financial Group
Texas
$300K -$67.3K -1,816 -18%
SG
42
StoneX Group
New York
$273K -$5.56K -150 -2%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$268K +$1.74K +47 +0.6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$259K +$16.8K +453 +7%
WE
45
Wealth Effects
Massachusetts
$257K -$18.5K -499 -7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$248K -$74.8K -2,018 -23%
JWCA
47
J.W. Cole Advisors
Florida
$242K -$23.1K -623 -9%
IAIM
48
International Assets Investment Management
Florida
$237K
SFPG
49
Stonebridge Financial Planning Group
Florida
$222K +$222 +6 +0.1%
GVAG
50
Great Valley Advisor Group
Delaware
$201K

EDOW Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2025, worth a combined $172M — up 4.3% from $165M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EDOW and 2 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $17.2M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $6.76M sold.

  • 66 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2025, down from 72 in Q4 2024.
  • Funds reported $172M of First Trust Dow 30 Equal Weight ETF stock for Q1 2025, up 4.3% quarter-over-quarter.
  • 2 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2025 and 8 closed out, a net change of -6 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $17.2M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $6.76M sold.

Based on aggregated 13F filings for Q1 2025.