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First Trust Dow 30 Equal Weight ETF

50 hedge funds and large institutions have $77.1M invested in First Trust Dow 30 Equal Weight ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 4850 (+2)

1.61% less ownership

Funds ownership: 64.64%63.03% (-1.6%)

16% less capital invested

Capital invested by funds: $91.7M → $77.1M (-$14.6M)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.9M -$199K -6,797 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$14.1M +$4.21M +144,045 +38%
Truist Financial
3
Truist Financial
North Carolina
$10.5M -$140K -4,770 -1%
NA
4
NewEdge Advisors
Louisiana
$4.12M +$4.43M +151,557 New
WWM
5
Western Wealth Management
Colorado
$3.83M -$2.22M -75,971 -35%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.62M +$209K +7,146 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.52M -$4.25M -145,448 -61%
AAS
8
Ameritas Advisory Services
Nebraska
$1.67M -$1.06M -36,271 -37%
HI
9
Harbour Investments
Wisconsin
$1.17M +$1.26M +43,058 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.1M +$260K +8,874 +28%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$882K +$949K +32,449 New
Jane Street
12
Jane Street
New York
$815K -$325K -11,093 -27%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$758K -$142K -4,861 -15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$645K -$2.78K -95 -0.4%
SWP
15
Stratos Wealth Partners
Ohio
$582K -$7.37K -252 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$543K -$46.3K -1,584 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$496K +$534K +18,264 New
SOS
18
Silver Oak Securities
Tennessee
$447K +$209K +7,149 +82%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$444K +$77.1K +2,634 +19%
Bank of America
20
Bank of America
North Carolina
$399K -$14.5K -497 -3%
Fisher Asset Management
21
Fisher Asset Management
Washington
$393K +$32.1K +1,096 +8%
KAS
22
Kestra Advisory Services
Texas
$387K -$58.1K -1,987 -12%
MIAN
23
Mariner Independent Advisor Network
Kansas
$376K -$88 -3 -0%
SPC
24
Sigma Planning Corp
Michigan
$329K -$6.14K -210 -2%
KPWS
25
Kestra Private Wealth Services
Texas
$296K -$6.38K -218 -2%

EDOW Hedge Fund Activity: Q2 2022 in Review

50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q2 2022, worth a combined $77.1M — down 16% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDOW positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 23 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $4.43M. The largest seller was Envestnet Asset Management, cutting an estimated $4.25M.

  • 50 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q2 2022, up from 48 in Q1 2022.
  • Funds reported $77.1M of First Trust Dow 30 Equal Weight ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 8 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q2 2022 and 6 closed out, a net change of +2 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $4.43M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.