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First Trust Dow 30 Equal Weight ETF

36 hedge funds and large institutions have $67.5M invested in First Trust Dow 30 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% more capital invested

Capital invested by funds: $62.4M → $67.5M (+$5.09M)

0.25% more ownership

Funds ownership: 58.21%58.46% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 3836 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27M -$2.07M -66,864 -7%
CWAF
2
Core Wealth Advisors (Florida)
Florida
$13.3M +$1.32M +42,715 +11%
Truist Financial
3
Truist Financial
North Carolina
$9.64M +$9.94M +321,818 New
GIA
4
Gladstone Institutional Advisory
Florida
$4.07M -$22.9K -742 -0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.36M +$269K +8,705 +24%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$977K +$10.5K +339 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$885K -$834 -27 -0.1%
AIC
8
Ameritas Investment Company
Nebraska
$879K +$108K +3,496 +14%
Goldman Sachs
9
Goldman Sachs
New York
$759K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$727K -$507K -16,397 -40%
SWP
11
Stratos Wealth Partners
Ohio
$681K -$18.5K -600 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$673K +$35.4K +1,145 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$660K -$2.94K -95 -0.4%
KAS
14
Kestra Advisory Services
Texas
$646K +$666K +21,554 New
HI
15
Harbour Investments
Wisconsin
$503K -$38K -1,229 -7%
TRCT
16
Tower Research Capital (TRC)
New York
$482K +$211K +6,820 +74%
Bank of America
17
Bank of America
North Carolina
$434K +$1.08K +35 +0.2%
SPC
18
Sigma Planning Corp
Michigan
$391K -$22K -712 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$379K -$1.17M -37,809 -75%
KPWS
20
Kestra Private Wealth Services
Texas
$328K +$10.8K +351 +3%
SFPG
21
Stonebridge Financial Planning Group
Florida
$310K +$49.4K +1,600 +19%
Jane Street
22
Jane Street
New York
$288K +$297K +9,626 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$287K +$93.6K +3,030 +46%
PAG
24
Private Advisor Group
New Jersey
$260K +$247 +8 +0.1%
Fisher Asset Management
25
Fisher Asset Management
Washington
$259K +$18.4K +594 +7%

EDOW Hedge Fund Activity: Q3 2021 in Review

36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2021, worth a combined $67.5M — up 8.2% from $62.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EDOW and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 16 added.

The largest buyer was Truist Financial, opening a new position worth an estimated $9.94M. The largest seller was LPL Financial, cutting an estimated $2.07M.

  • 36 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2021, down from 38 in Q2 2021.
  • Funds reported $67.5M of First Trust Dow 30 Equal Weight ETF stock for Q3 2021, up 8.2% quarter-over-quarter.
  • 4 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2021 was Truist Financial, an estimated $9.94M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2021 was LPL Financial, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2021.