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First Trust Dow 30 Equal Weight ETF

65 hedge funds and large institutions have $168M invested in First Trust Dow 30 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.35% more ownership

Funds ownership: 69.49%73.85% (+4.4%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

2% less capital invested

Capital invested by funds: $172M → $168M (-$3.92M)

2% less funds holding

Funds holding: 6665 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$116K
PTC
52
Private Trust Company
Ohio
$106K
OP
53
ORG Partners
Indiana
$93.4K
JP Morgan Chase
54
JP Morgan Chase
New York
$59.2K -$35K -972 -39%
SPIA
55
Steward Partners Investment Advisory
New York
$57K -$9.75K -271 -15%
PA
56
Parallel Advisors
California
$53.4K
BlackRock
57
BlackRock
New York
$38.3K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$31.7K
T
59
Tidemark
California
$18.1K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$17K
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$13K +$12.2K +338 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$7.32K
Simplex Trading
63
Simplex Trading
Illinois
$5K +$5.4K +150 New
NS
64
NBC Securities
Alabama
$2K
PIS
65
POM Investment Strategies
North Carolina
$37 -$7.08M -196,683 -100%
BEI
66
Benjamin Edwards Inc
Missouri
-$1.08M -29,888 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$1.02M -28,063 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$452K -12,483 Closed
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
-$268K -7,400 Closed
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
-$259K -7,158 Closed
SFPG
71
Stonebridge Financial Planning Group
Florida
-$222K -6,123 Closed
TSMHT
72
Thurston Springer Miller Herd & Titak
Indiana
-$7.24K -200 Closed
FDW
73
Fourth Dimension Wealth
Ohio
-$3.62K -100 Closed

EDOW Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2025, worth a combined $168M — down 2.3% from $172M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EDOW and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 21 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $8.85M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.3M.

  • 65 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2025, down from 66 in Q1 2025.
  • Funds reported $168M of First Trust Dow 30 Equal Weight ETF stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 7 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $8.85M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2025.