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First Trust Dow 30 Equal Weight ETF

18 hedge funds and large institutions have $26.3M invested in First Trust Dow 30 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

4.95% more ownership

Funds ownership: 71.59%76.53% (+4.9%)

14% less funds holding

Funds holding: 2118 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

14% less capital invested

Capital invested by funds: $30.8M → $26.3M (-$4.44M)

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$19.4M +$4.44M +183,578 +24%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.47M +$1.75M +72,510 New
RJA
3
Raymond James & Associates
Florida
$1.41M +$1.68M +69,587 New
LPL Financial
4
LPL Financial
California
$1.26M +$522K +21,590 +53%
Jane Street
5
Jane Street
New York
$1.2M +$1.44M +59,417 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$500K +$214K +8,858 +56%
Bank of America
7
Bank of America
North Carolina
$348K +$10.1K +418 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$297K +$355K +14,700 New
BFEC
9
Benjamin F. Edwards & Company
Missouri
$192K +$211K +8,714 +1,100%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$122K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49K -$25.4K -1,050 -30%
1W
12
1776 Wealth
Georgia
$35K +$7.49K +310 +27%
AIC
13
Ameritas Investment Company
Nebraska
$12K +$14.8K +612 New
APA
14
American Portfolios Advisors
New York
$11.7K -$6.86K -284 -33%
BEI
15
Benjamin Edwards Inc
Missouri
$10K +$12K +496 New
AF
16
Allworth Financial
California
$9K +$72 +3 +0.7%
VCP
17
Verus Capital Partners
Arizona
$7K
UBS Group
18
UBS Group
Switzerland
$5K +$1.45K +60 +28%
FHC
19
First Heartland Consultants
Missouri
-$5.66M -217,197 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$686K -26,336 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$534K -20,513 Closed
AAS
22
Avantax Advisory Services
Texas
-$518K -20,114 Closed
PIM
23
Provident Investment Management
Michigan
-$259K -9,949 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$230K -8,820 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
-$8.38K -347 Closed

EDOW Hedge Fund Activity: Q1 2020 in Review

18 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2020, worth a combined $26.3M — down 14% from $30.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EDOW and 6 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 8 added.

The largest buyer was Truist Financial, adding an estimated $4.44M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $5.66M sold.

  • 18 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2020, down from 21 in Q4 2019.
  • Funds reported $26.3M of First Trust Dow 30 Equal Weight ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 6 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2020 and 7 closed out, a net change of -1 holder.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2020 was Truist Financial, an estimated $4.44M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2020 was First Heartland Consultants, an estimated $5.66M sold.

Based on aggregated 13F filings for Q1 2020.