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First Trust Dow 30 Equal Weight ETF

48 hedge funds and large institutions have $91.7M invested in First Trust Dow 30 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $81.8M → $91.7M (+$9.84M)

4.7% more ownership

Funds ownership: 59.95%64.64% (+4.7%)

2% more funds holding

Funds holding: 4748 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
25
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.6M +$1M +32,420 +4%
Truist Financial
2
Truist Financial
North Carolina
$12.1M +$1.61M +51,865 +15%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$3.79M +122,577 +48%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.38M +$6.01M +194,112 +441%
WWM
5
Western Wealth Management
Colorado
$6.73M +$6.17M +199,316 +1,139%
AAS
6
Ameritas Advisory Services
Nebraska
$3.03M +$1.95M +62,927 +180%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.89M +$2.56M +82,715 +788%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.76M +$591K +19,090 +27%
Goldman Sachs
9
Goldman Sachs
New York
$2.32M +$1.53M +49,530 +196%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.5M +$91.3K +2,951 +10%
LMKC
11
L.M. Kohn & Company
Ohio
$1.5M +$1.49M +48,179 New
Jane Street
12
Jane Street
New York
$1.27M +$1.27M +41,093 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.01M +$16.1K +520 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$740K +$15.1K +487 +2%
SWP
15
Stratos Wealth Partners
Ohio
$672K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$668K -$12.9K -417 -2%
KAS
17
Kestra Advisory Services
Texas
$503K -$182K -5,890 -27%
Bank of America
18
Bank of America
North Carolina
$472K +$88.7K +2,866 +23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$426K +$2.82K +91 +0.7%
MIAN
20
Mariner Independent Advisor Network
Kansas
$418K +$419K +13,534 New
Fisher Asset Management
21
Fisher Asset Management
Washington
$415K +$135K +4,353 +48%
SG
22
StoneX Group
New York
$414K +$413K +13,331 New
SPC
23
Sigma Planning Corp
Michigan
$382K -$14.7K -476 -4%
TRCT
24
Tower Research Capital (TRC)
New York
$356K +$3.16K +102 +0.9%
KPWS
25
Kestra Private Wealth Services
Texas
$345K -$9.16K -296 -3%

EDOW Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2022, worth a combined $91.7M — up 12% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDOW positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Western Wealth Management, adding an estimated $6.17M. The largest seller was Core Wealth Advisors (Florida), exiting entirely with an estimated $14.4M sold.

  • 48 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $91.7M of First Trust Dow 30 Equal Weight ETF stock for Q1 2022, up 12% quarter-over-quarter.
  • 10 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2022 and 8 closed out, a net change of +2 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2022 was Western Wealth Management, an estimated $6.17M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2022 was Core Wealth Advisors (Florida), an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.