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First Trust Dow 30 Equal Weight ETF

38 hedge funds and large institutions have $62.4M invested in First Trust Dow 30 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

60% more capital invested

Capital invested by funds: $39.1M → $62.4M (+$23.3M)

12% more funds holding

Funds holding: 3438 (+4)

6.47% more ownership

Funds ownership: 51.74%58.21% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.6M +$8.64M +284,070 +42%
CWAF
2
Core Wealth Advisors (Florida)
Florida
$12.3M +$7.14M +234,958 +141%
GIA
3
Gladstone Institutional Advisory
Florida
$4.18M +$4.15M +136,553 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.54M +$58.7K +1,932 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.25M -$64.3K -2,115 -5%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.12M -$20.7K -680 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$987K +$19.2K +630 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$905K -$130K -4,261 -13%
AIC
9
Ameritas Investment Company
Nebraska
$791K +$785K +25,820 New
Goldman Sachs
10
Goldman Sachs
New York
$775K
SWP
11
Stratos Wealth Partners
Ohio
$714K +$709K +23,330 New
Citadel Advisors
12
Citadel Advisors
Florida
$703K +$463K +15,242 +198%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$677K +$166K +5,455 +33%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$653K +$50.8K +1,670 +8%
WWM
15
Western Wealth Management
Colorado
$553K -$180K -5,933 -25%
HI
16
Harbour Investments
Wisconsin
$552K +$70.7K +2,325 +15%
GWM
17
Geneos Wealth Management
Colorado
$527K +$50.6K +1,664 +11%
Bank of America
18
Bank of America
North Carolina
$442K +$27.8K +915 +7%
SPC
19
Sigma Planning Corp
Michigan
$422K +$9.55K +314 +2%
RJA
20
Raymond James & Associates
Florida
$359K +$70.5K +2,318 +25%
KPWS
21
Kestra Private Wealth Services
Texas
$324K +$791 +26 +0.2%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$307K -$82.3K -2,706 -21%
MIAN
23
Mariner Independent Advisor Network
Kansas
$307K -$15K -494 -5%
TRCT
24
Tower Research Capital (TRC)
New York
$283K +$281K +9,247 New
PAG
25
Private Advisor Group
New Jersey
$266K -$57.2K -1,882 -18%

EDOW Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2021, worth a combined $62.4M — up 60% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EDOW positions and 1 closed out — a net gain of 4 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.64M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $256K.

  • 38 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2021, up from 34 in Q1 2021.
  • Funds reported $62.4M of First Trust Dow 30 Equal Weight ETF stock for Q2 2021, up 60% quarter-over-quarter.
  • 5 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2021 and 1 closed out, a net change of +4 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2021 was LPL Financial, an estimated $8.64M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $256K sold.

Based on aggregated 13F filings for Q2 2021.