We are live on ! Find out more
EDOW icon

First Trust Dow 30 Equal Weight ETF

34 hedge funds and large institutions have $39.1M invested in First Trust Dow 30 Equal Weight ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

17% more funds holding

Funds holding: 2934 (+5)

3% more capital invested

Capital invested by funds: $38M → $39.1M (+$1.08M)

0.01% more ownership

Funds ownership: 51.74%51.74% (+0.01%)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.2M +$6.87M +242,931 +55%
CWAF
2
Core Wealth Advisors (Florida)
Florida
$4.93M +$4.71M +166,671 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.44M +$885K +31,305 +182%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.27M -$152K -5,370 -11%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.11M -$318K -11,235 -23%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1M +$148K +5,242 +18%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$936K +$894K +31,616 New
Goldman Sachs
8
Goldman Sachs
New York
$749K
WWM
9
Western Wealth Management
Colorado
$712K +$680K +24,057 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$581K -$81.9K -2,897 -13%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$493K +$471K +16,665 New
GWM
12
Geneos Wealth Management
Colorado
$464K -$42.3K -1,495 -9%
HI
13
Harbour Investments
Wisconsin
$464K +$444K +15,687 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$444K +$142K +5,012 +50%
Bank of America
15
Bank of America
North Carolina
$401K +$33.2K +1,173 +9%
SPC
16
Sigma Planning Corp
Michigan
$398K +$380K +13,454 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$377K -$74.5K -2,633 -17%
KPWS
18
Kestra Private Wealth Services
Texas
$313K -$6.22K -220 -2%
PAG
19
Private Advisor Group
New Jersey
$312K -$285K -10,063 -49%
MIAN
20
Mariner Independent Advisor Network
Kansas
$311K -$58K -2,050 -16%
RJA
21
Raymond James & Associates
Florida
$278K +$679 +24 +0.3%
UBS Group
22
UBS Group
Switzerland
$268K -$38.5K -1,363 -13%
SFPG
23
Stonebridge Financial Planning Group
Florida
$248K -$42.8K -1,514 -16%
Fisher Asset Management
24
Fisher Asset Management
Washington
$238K +$228K +8,046 New
CPIG
25
Chicago Partners Investment Group
Illinois
$234K +$57 +2 +0%

EDOW Hedge Fund Activity: Q1 2021 in Review

34 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2021, worth a combined $39.1M — up 2.8% from $38M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EDOW positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.87M. The largest seller was Truist Financial, exiting entirely with an estimated $15.6M sold.

  • 34 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $39.1M of First Trust Dow 30 Equal Weight ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 9 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2021 and 4 closed out, a net change of +5 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2021 was LPL Financial, an estimated $6.87M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2021 was Truist Financial, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2021.