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First Trust Dow 30 Equal Weight ETF

65 hedge funds and large institutions have $220M invested in First Trust Dow 30 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.4M 1,851,436 +915,614 +98%
LPL Financial
2
LPL Financial
California
$29.6M 907,767 -27,511 -3%
NA
3
NewEdge Advisors
Louisiana
$21.8M 663,878 +99,352 +18%
GWA
4
Gratus Wealth Advisors
Virginia
$16.1M 495,029 +495,029 New
KAS
5
Kestra Advisory Services
Texas
$13.2M 405,118 -399,330 -50%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$10.6M 325,407 +5,718 +2%
AWM
7
AE Wealth Management
Kansas
$7.86M 238,259 +82,680 +53%
PIS
8
POM Investment Strategies
North Carolina
$7.72M 236,947 +236,947 New
RIA
9
Regal Investment Advisors
Michigan
$7.04M 216,084 +216,084 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.31M 132,271 +545 +0.4%
IP
11
Ignite Planners
California
$4.23M 129,441 -4,239 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.97M 121,876 -27,944 -19%
Bank of America
13
Bank of America
North Carolina
$2.87M 88,098 +3,157 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.77M 85,029 -25,410 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.25M 69,095 +59,424 +614%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.22M 68,069 -4,845 -7%
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.16M 66,260 -2,897 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.9M 58,178 +268 +0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.73M 52,969 -1,256 -2%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$1.59M 48,742 +1,385 +3%
HAS
21
HBW Advisory Services
California
$1.55M 8,329 +8,329 New
Jane Street
22
Jane Street
New York
$1.27M 38,817 +13,618 +54%
AAS
23
Ameritas Advisory Services
Nebraska
$1.06M 31,786 -21,116 -40%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.02M 31,349 +14,290 +84%
JAWM
25
J. Arnold Wealth Management
Ohio
$974K 29,864 -372,244 -93%