We are live on ! Find out more
EDOW icon

First Trust Dow 30 Equal Weight ETF

27 hedge funds and large institutions have $33.5M invested in First Trust Dow 30 Equal Weight ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

50% more funds holding

Funds holding: 1827 (+9)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

21.14% less ownership

Funds ownership: 99.28%78.14% (-21%)

37% less capital invested

Capital invested by funds: $53.4M → $33.5M (-$19.9M)

Holders
27
Holders Change
+9
Holders Change %
+50%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$14.9M -$24.7M -1,011,327 -63%
FHC
2
First Heartland Consultants
Missouri
$5.36M +$5.34M +218,502 New
Jane Street
3
Jane Street
New York
$2.32M +$2.09M +85,710 +960%
LPL Financial
4
LPL Financial
California
$1.99M +$1.48M +60,553 +294%
Citadel Advisors
5
Citadel Advisors
Florida
$1.2M +$1.19M +48,783 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$887K +$884K +36,163 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$855K +$852K +34,860 New
PGA
8
Premia Global Advisors
Florida
$711K -$42.3K -1,731 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$630K +$522K +21,372 +496%
Bank of America
10
Bank of America
North Carolina
$531K -$5.88M -240,539 -92%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$515K +$513K +21,013 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$511K +$353K +14,442 +225%
IA
13
IFP Advisors
Florida
$503K +$505K +20,672 New
CCB
14
Cutter & Co Brokerage
Missouri
$502K -$9.65K -395 -2%
CAN
15
Cetera Advisor Networks
California
$451K +$447K +18,303 New
APA
16
American Portfolios Advisors
New York
$358K +$336K +13,761 +1,627%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$333K +$57.6K +2,356 +21%
RJA
18
Raymond James & Associates
Florida
$313K +$312K +12,777 New
FAAS
19
First Allied Advisory Services
California
$186K +$183K +7,506 New
AG
20
Advisor Group
Arizona
$176K +$73.1K +2,990 +71%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$148K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$99K +$98.6K +4,037 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$32K -$2.81K -115 -8%
CFGS
24
Concourse Financial Group Securities
Alabama
$18K -$157K -6,412 -90%
UBS Group
25
UBS Group
Switzerland
$17K +$17.1K +701 New

EDOW Hedge Fund Activity: Q3 2019 in Review

27 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2019, worth a combined $33.5M — down 37% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EDOW positions and 4 closed out — a net gain of 9 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was First Heartland Consultants, opening a new position worth an estimated $5.34M. The largest seller was BB&T Securities, cutting an estimated $24.7M.

  • 27 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2019, up from 18 in Q2 2019.
  • Funds reported $33.5M of First Trust Dow 30 Equal Weight ETF stock for Q3 2019, down 37% quarter-over-quarter.
  • 13 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2019 and 4 closed out, a net change of +9 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2019 was First Heartland Consultants, an estimated $5.34M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2019 was BB&T Securities, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2019.