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First Trust Dow 30 Equal Weight ETF
EDOW

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: 63 → 72 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.15M
2
IAA
Independent Advisor Alliance
North Carolina
+$6.82M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$897K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$820K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.98M
2
NA
NewEdge Advisors
Louisiana
-$1.36M
3
GWA
Gratus Wealth Advisors
Virginia
-$1.28M
4
Bank of America
Bank of America
North Carolina
-$1.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$265K -$11K -300 -4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$243K +$245K +6,705 New
IAIM
53
International Assets Investment Management
Florida
$237K +$239K +6,543 New
AF
54
Apollon Financial
South Carolina
$236K +$951 +26 +0.4%
SFPG
55
Stonebridge Financial Planning Group
Florida
$222K -$34.8K -951 -13%
GVAG
56
Great Valley Advisor Group
Delaware
$201K +$203K +5,544 New
NFG
57
Nations Financial Group
Iowa
$200K +$202K +5,525 New
OP
58
ORG Partners
Indiana
$142K – – –
GWS
59
Glassman Wealth Services
Virginia
$115K – – –
AF
60
Allworth Financial
California
$113K -$73.2K -2,000 -40%
JP Morgan Chase
61
JP Morgan Chase
New York
$111K – – –
PTC
62
Private Trust Company
Ohio
$96.5K +$73.2K +2,000 +303%
Wells Fargo
63
Wells Fargo
California
$66.3K +$66.9K +1,829 New
SPIA
64
Steward Partners Investment Advisory
New York
$63.6K -$9.51K -260 -13%
PA
65
Parallel Advisors
California
$50.6K – – –
BlackRock
66
BlackRock
New York
$36.3K +$36.6K +1,000 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
T
68
Tidemark
California
$17.2K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$16K +$16.6K +453 New
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$7.25K – – –
FDW
71
Fourth Dimension Wealth
Ohio
$3.63K +$3.66K +100 New
DRP
72
Decker Retirement Planning
Utah
$36 +$37 +1 New
JSL
73
JT Stratford LLC
Georgia
– -$347K -9,650 Closed
NS
74
NBC Securities
Alabama
– -$2K -81 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– -$36 -1 Closed
1 2
3

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.