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First Trust Dow 30 Equal Weight ETF

47 hedge funds and large institutions have $81.8M invested in First Trust Dow 30 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

31% more funds holding

Funds holding: 3647 (+11)

21% more capital invested

Capital invested by funds: $67.5M → $81.8M (+$14.4M)

1.48% more ownership

Funds ownership: 58.46%59.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
13
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.3M -$297K -9,555 -1%
CWAF
2
Core Wealth Advisors (Florida)
Florida
$14.4M +$327K +10,520 +2%
Truist Financial
3
Truist Financial
North Carolina
$10.8M +$535K +17,193 +5%
Morgan Stanley
4
Morgan Stanley
New York
$8.05M +$7.66M +246,132 +3,286%
GIA
5
Gladstone Institutional Advisory
Florida
$3.83M -$472K -15,167 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.22M +$1.48M +47,542 +212%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.4M +$1.37M +43,974 New
AAS
8
Ameritas Advisory Services
Nebraska
$1.11M +$1.09M +34,892 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.01M -$19.4K -624 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$913K -$519K -16,669 -37%
Goldman Sachs
11
Goldman Sachs
New York
$804K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$742K -$28.4K -914 -4%
KAS
13
Kestra Advisory Services
Texas
$703K +$17.6K +567 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$698K -$1.8K -58 -0.3%
SWP
15
Stratos Wealth Partners
Ohio
$688K -$32.9K -1,056 -5%
WWM
16
Western Wealth Management
Colorado
$555K +$545K +17,504 New
HI
17
Harbour Investments
Wisconsin
$505K -$27.9K -898 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$432K +$29.8K +959 +8%
SPC
19
Sigma Planning Corp
Michigan
$406K -$8.21K -264 -2%
Bank of America
20
Bank of America
North Carolina
$391K -$66.9K -2,150 -15%
KPWS
21
Kestra Private Wealth Services
Texas
$362K +$14.4K +463 +4%
TRCT
22
Tower Research Capital (TRC)
New York
$361K -$146K -4,696 -29%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$333K -$592K -19,036 -64%
Fisher Asset Management
24
Fisher Asset Management
Washington
$286K +$11.8K +379 +4%
SFPG
25
Stonebridge Financial Planning Group
Florida
$278K -$24.8K -797 -8%

EDOW Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q4 2021, worth a combined $81.8M — up 21% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDOW positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.66M. The largest seller was Susquehanna International Group, cutting an estimated $592K.

  • 47 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q4 2021, up from 36 in Q3 2021.
  • Funds reported $81.8M of First Trust Dow 30 Equal Weight ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 14 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q4 2021 and 2 closed out, a net change of +12 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q4 2021 was Morgan Stanley, an estimated $7.66M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q4 2021 was Susquehanna International Group, an estimated $592K sold.

Based on aggregated 13F filings for Q4 2021.