We are live on ! Find out more
EDOW icon

First Trust Dow 30 Equal Weight ETF

46 hedge funds and large institutions have $66.8M invested in First Trust Dow 30 Equal Weight ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

5.21% less ownership

Funds ownership: 63.03%57.83% (-5.2%)

8% less funds holding

Funds holding: 5046 (-4)

13% less capital invested

Capital invested by funds: $77.1M → $66.8M (-$10.3M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.2M -$642K -23,016 -3%
Morgan Stanley
2
Morgan Stanley
New York
$13.6M +$783K +28,082 +5%
NA
3
NewEdge Advisors
Louisiana
$7.83M +$4.57M +163,841 +108%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.98M +$662K +23,744 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.43M +$144K +5,154 +6%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$1.9M +$1.23M +44,263 +136%
WWM
7
Western Wealth Management
Colorado
$1.78M -$1.93M -69,127 -49%
Citadel Advisors
8
Citadel Advisors
Florida
$1.69M +$1.39M +49,694 +272%
AAS
9
Ameritas Advisory Services
Nebraska
$1.44M -$100K -3,594 -6%
HI
10
Harbour Investments
Wisconsin
$1.17M
Osaic Holdings
11
Osaic Holdings
Arizona
$1.15M +$160K +5,727 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.04M +$1.17M +41,985 New
Goldman Sachs
13
Goldman Sachs
New York
$614K +$690K +24,759 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$539K -$56.1K -2,013 -8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$512K +$18.3K +658 +3%
SWP
16
Stratos Wealth Partners
Ohio
$487K -$49.9K -1,791 -8%
SG
17
StoneX Group
New York
$439K +$195K +6,988 +65%
Bank of America
18
Bank of America
North Carolina
$406K +$46.6K +1,672 +11%
KAS
19
Kestra Advisory Services
Texas
$395K +$46.2K +1,656 +12%
DC
20
Davenport & Co
Virginia
$370K +$415K +14,895 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$341K -$71.9K -2,579 -16%
Fisher Asset Management
22
Fisher Asset Management
Washington
$340K -$20.9K -751 -5%
MIAN
23
Mariner Independent Advisor Network
Kansas
$340K +$4.71K +169 +1%
SPC
24
Sigma Planning Corp
Michigan
$294K -$7.3K -262 -2%
Wealthfront Advisers
25
Wealthfront Advisers
California
$288K +$93.1K +3,340 +40%

EDOW Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2022, worth a combined $66.8M — down 13% from $77.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EDOW and 6 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was NewEdge Advisors, adding an estimated $4.57M. The largest seller was Truist Financial, exiting entirely with an estimated $10.5M sold.

  • 46 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2022, down from 50 in Q2 2022.
  • Funds reported $66.8M of First Trust Dow 30 Equal Weight ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 6 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2022 and 10 closed out, a net change of -4 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2022 was NewEdge Advisors, an estimated $4.57M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2022 was Truist Financial, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2022.