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First Trust Dow 30 Equal Weight ETF

63 hedge funds and large institutions have $145M invested in First Trust Dow 30 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
28
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$34.2M +$997K +27,722 +3%
Morgan Stanley
2
Morgan Stanley
New York
$32.3M -$632K -17,562 -2%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$12.2M -$186K -5,164 -2%
PIS
4
POM Investment Strategies
North Carolina
$7.95M +$38.7K +1,077 +0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.82M +$335K +9,328 +6%
NA
6
NewEdge Advisors
Louisiana
$5.52M +$552K +15,334 +11%
IP
7
Ignite Planners
California
$3.73M -$292K -8,123 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.52M -$374K -10,387 -10%
GWA
9
Gratus Wealth Advisors
Virginia
$2.7M -$13.5M -380,459 -83%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$2.26M +$419K +11,646 +23%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.15M +$43.7K +1,214 +2%
Bank of America
12
Bank of America
North Carolina
$2.06M -$772K -21,465 -27%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.95M -$52.1K -1,449 -3%
SPC
14
Sigma Planning Corp
Michigan
$1.89M -$37.4K -1,040 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.88M -$78.7K -2,187 -4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.87M -$67.6K -1,879 -3%
AAS
17
Ameritas Advisory Services
Nebraska
$1.71M -$67.9K -1,888 -4%
KAS
18
Kestra Advisory Services
Texas
$1.71M -$179K -4,973 -9%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.64M +$80.5K +2,239 +5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.56M -$218K -6,048 -12%
KA
21
Kovack Advisors
Florida
$1.34M +$36 +1 +0%
Goldman Sachs
22
Goldman Sachs
New York
$1.23M +$259K +7,195 +27%
BEI
23
Benjamin Edwards Inc
Missouri
$1.08M +$1.08M +30,014 New
Jane Street
24
Jane Street
New York
$884K +$165K +4,588 +23%
DADC
25
D.A. Davidson & Co
Montana
$835K +$102K +2,842 +14%