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First Trust Dow 30 Equal Weight ETF

18 hedge funds and large institutions have $21.3M invested in First Trust Dow 30 Equal Weight ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 55.66%56.32% (+0.66%)

3% less capital invested

Capital invested by funds: $22M → $21.3M (-$738K)

10% less funds holding

Funds holding: 2018 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$14.7M +$861K +35,476 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.35M -$599K -24,665 -31%
Citadel Advisors
3
Citadel Advisors
Florida
$1.18M -$3.23K -133 -0.3%
LPL Financial
4
LPL Financial
California
$910K -$905K -37,282 -50%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$533K -$182K -7,510 -26%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$463K -$427K -17,596 -48%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$455K -$119K -4,908 -21%
FTUS
8
Flow Traders U.S.
New York
$417K +$415K +17,103 New
MIAN
9
Mariner Independent Advisor Network
Kansas
$360K -$5.32K -219 -1%
SPC
10
Sigma Planning Corp
Michigan
$263K -$29.6K -1,221 -10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$230K -$7.14K -294 -3%
Bank of America
12
Bank of America
North Carolina
$193K +$5.9K +243 +3%
SPIA
13
Steward Partners Investment Advisory
New York
$109K +$24.3K +1,000 +29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$60K
APA
15
American Portfolios Advisors
New York
$24.1K -$23.8K -981 -50%
AF
16
Allworth Financial
California
$11K +$49 +2 +0.5%
BEI
17
Benjamin Edwards Inc
Missouri
$8K -$1.31K -54 -14%
UBS Group
18
UBS Group
Switzerland
$6K +$5.95K +245 New
Jane Street
19
Jane Street
New York
-$672K -28,855 Closed
PAG
20
Private Advisor Group
New Jersey
-$72K -3,090 Closed
1W
21
1776 Wealth
Georgia
-$7K -310 Closed
CAN
22
Cetera Advisor Networks
California
-$3K -138 Closed

EDOW Hedge Fund Activity: Q3 2020 in Review

18 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2020, worth a combined $21.3M — down 3.3% from $22M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EDOW and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 4 added.

The largest buyer was Truist Financial, adding an estimated $861K. The largest seller was LPL Financial, cutting an estimated $905K.

  • 18 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2020, down from 20 in Q2 2020.
  • Funds reported $21.3M of First Trust Dow 30 Equal Weight ETF stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 2 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2020 was Truist Financial, an estimated $861K added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2020 was LPL Financial, an estimated $905K sold.

Based on aggregated 13F filings for Q3 2020.