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First Trust Dow 30 Equal Weight ETF
EDOW

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: 66 → 69 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
SIAS
Summit Investment Advisory Services
Minnesota
+$2.29M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.39M
3
KA
Kovack Advisors
Florida
+$1.25M
4
OMC
Old Mission Capital
Illinois
+$750K
5
NA
NewEdge Advisors
Louisiana
+$694K

Top Sellers

Rank Fund Capital Flow
1
RIA
Regal Investment Advisors
Michigan
-$8.03M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.68M
3
RJA
Raymond James & Associates
Florida
-$2.27M
4
HAS
HBW Advisory Services
California
-$1.55M
5
GWA
Gratus Wealth Advisors
Virginia
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Apollon Financial
South Carolina
$216K +$972 +29 +0.5%
HF
52
HRT Financial
New York
$211K -$337K -10,051 -61%
AF
53
Allworth Financial
California
$147K – – –
OP
54
ORG Partners
Indiana
$132K +$131K +3,912 New
GWS
55
Glassman Wealth Services
Virginia
$106K – – –
IAIM
56
International Assets Investment Management
Florida
$78.8K +$78.9K +2,353 New
SPIA
57
Steward Partners Investment Advisory
New York
$67.2K +$235 +7 +0.4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$66.1K +$66.3K +1,976 New
PA
59
Parallel Advisors
California
$46.7K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$27.6K – – –
PTC
61
Private Trust Company
Ohio
$22.1K +$22.1K +660 New
JP Morgan Chase
62
JP Morgan Chase
New York
$19.9K – – –
T
63
Tidemark
California
$15.8K – – –
IGWM
64
ICA Group Wealth Management
Colorado
$11.4K -$15.1K -450 -57%
TSMHT
65
Thurston Springer Miller Herd & Titak
Indiana
$6.69K +$6.71K +200 New
CP
66
Camelot Portfolios
Ohio
$5.59K +$5.6K +167 New
Wells Fargo
67
Wells Fargo
California
$4.42K – – –
IFAM
68
Institutional & Family Asset Management
Colorado
$2.93K +$34 +1 +1%
NS
69
NBC Securities
Alabama
$2K – – –
RIA
70
Regal Investment Advisors
Michigan
– -$8.03M -233,125 Closed
DC
71
Davenport & Co
Virginia
– -$630K -18,293 Closed
HAS
72
HBW Advisory Services
California
– -$1.55M -8,329 Closed
PAS
73
Park Avenue Securities
New York
– -$225K -6,522 Closed
GWM
74
Geneos Wealth Management
Colorado
– -$20.7K -600 Closed
UBS Group
75
UBS Group
Switzerland
– -$3.65K -106 Closed
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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.