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First Trust Dow 30 Equal Weight ETF

29 hedge funds and large institutions have $38M invested in First Trust Dow 30 Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

78% more capital invested

Capital invested by funds: $21.3M → $38M (+$16.7M)

61% more funds holding

Funds holding: 1829 (+11)

4.59% less ownership

Funds ownership: 56.32%51.74% (-4.6%)

Holders
29
Holders Change
+11
Holders Change %
+61.11%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$15.6M -$725K -28,186 -5%
LPL Financial
2
LPL Financial
California
$12M +$10.4M +402,719 +1,080%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.32M -$170K -6,617 -12%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.31M +$996K +38,718 +410%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$776K +$247K +9,600 +51%
Goldman Sachs
6
Goldman Sachs
New York
$688K +$651K +25,314 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$612K +$17.7K +689 +3%
PAG
8
Private Advisor Group
New Jersey
$560K +$530K +20,620 New
GWM
9
Geneos Wealth Management
Colorado
$501K +$436K +16,951 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$467K +$380K +14,786 +606%
Jane Street
11
Jane Street
New York
$437K +$414K +16,093 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$418K -$84.1K -3,269 -18%
MIAN
13
Mariner Independent Advisor Network
Kansas
$341K -$56.7K -2,204 -15%
Bank of America
14
Bank of America
North Carolina
$336K +$115K +4,453 +56%
KPWS
15
Kestra Private Wealth Services
Texas
$292K +$277K +10,788 New
UBS Group
16
UBS Group
Switzerland
$284K +$262K +10,181 +4,156%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$271K +$257K +9,981 New
LFAS
18
Level Four Advisory Services
Texas
$264K +$250K +9,726 New
SFPG
19
Stonebridge Financial Planning Group
Florida
$264K +$250K +9,732 New
RJA
20
Raymond James & Associates
Florida
$255K +$241K +9,383 New
Citadel Advisors
21
Citadel Advisors
Florida
$250K -$1.01M -39,275 -81%
CPIG
22
Chicago Partners Investment Group
Illinois
$214K +$199K +7,747 New
Morgan Stanley
23
Morgan Stanley
New York
$205K +$194K +7,545 New
SPIA
24
Steward Partners Investment Advisory
New York
$132K +$10.5K +408 +9%
Wells Fargo
25
Wells Fargo
California
$104K +$98.5K +3,829 New

EDOW Hedge Fund Activity: Q4 2020 in Review

29 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q4 2020, worth a combined $38M — up 78% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDOW positions and 3 closed out — a net gain of 11 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.4M. The largest seller was Citadel Advisors, cutting an estimated $1.01M.

  • 29 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $38M of First Trust Dow 30 Equal Weight ETF stock for Q4 2020, up 78% quarter-over-quarter.
  • 14 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q4 2020 and 3 closed out, a net change of +11 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q4 2020 was LPL Financial, an estimated $10.4M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2020.