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First Trust Dow 30 Equal Weight ETF

10 hedge funds and large institutions have $9.8M invested in First Trust Dow 30 Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

986% more capital invested

Capital invested by funds: $902K → $9.8M (+$8.9M)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

61.36% more ownership

Funds ownership: 15.3%76.66% (+61%)

43% more funds holding

Funds holding: 710 (+3)

Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.22M +$6.59M +290,899 +25,362%
HH
2
Hilltop Holdings
Texas
$1.11M +$1.18M +51,939 New
Citadel Advisors
3
Citadel Advisors
Florida
$665K +$50.6K +2,233 +8%
Jane Street
4
Jane Street
New York
$554K +$590K +26,022 New
LPL Financial
5
LPL Financial
California
$498K +$530K +23,395 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$436K +$464K +20,500 New
UBS Group
7
UBS Group
Switzerland
$177K +$119K +5,240 +172%
AG
8
Advisor Group
Arizona
$70K +$1.79K +79 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$52K +$53.2K +2,347 +2,761%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$19K +$19.9K +880 New
IA
11
IFP Advisors
Florida
-$29K -1,250 Closed
APA
12
American Portfolios Advisors
New York
-$13.4K -568 Closed

EDOW Hedge Fund Activity: Q4 2018 in Review

10 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q4 2018, worth a combined $9.8M — up 986% from $902K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDOW positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $6.59M. The largest seller was IFP Advisors, exiting entirely with an estimated $29K sold.

  • 10 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q4 2018, up from 7 in Q3 2018.
  • Funds reported $9.8M of First Trust Dow 30 Equal Weight ETF stock for Q4 2018, up 986% quarter-over-quarter.
  • 5 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q4 2018 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q4 2018 was Bank of America, an estimated $6.59M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q4 2018 was IFP Advisors, an estimated $29K sold.

Based on aggregated 13F filings for Q4 2018.