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First Trust Dow 30 Equal Weight ETF

72 hedge funds and large institutions have $165M invested in First Trust Dow 30 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more funds holding

Funds holding: 6372 (+9)

14% more capital invested

Capital invested by funds: $145M → $165M (+$20.1M)

6.07% more ownership

Funds ownership: 65.56%71.63% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% 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
14
Increased
30
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$41.5M +$7.15M +195,414 +21%
Morgan Stanley
2
Morgan Stanley
New York
$29.6M -$2.98M -81,312 -9%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$12.4M +$119K +3,239 +1%
PIS
4
POM Investment Strategies
North Carolina
$8.15M +$129K +3,512 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.78M +$5.66M +154,726 +259%
IAA
6
Independent Advisor Alliance
North Carolina
$6.76M +$6.82M +186,356 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.68M +$820K +22,398 +14%
Raymond James Financial
8
Raymond James Financial
Florida
$4.42M +$4.46M +121,857 New
NA
9
NewEdge Advisors
Louisiana
$4.21M -$1.36M -37,267 -24%
IP
10
Ignite Planners
California
$3.37M -$398K -10,876 -10%
SIA
11
Summit Investment Advisors
Maryland
$2.8M +$2.69M +73,500 New
Osaic Holdings
12
Osaic Holdings
Arizona
$2.39M +$743K +20,300 +44%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$13K +355 +0.6%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.08M +$187K +5,113 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.05M +$166K +4,535 +9%
SPC
16
Sigma Planning Corp
Michigan
$1.91M +$7.98K +218 +0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.9M -$60.6K -1,655 -3%
Goldman Sachs
18
Goldman Sachs
New York
$1.81M +$575K +15,709 +46%
AAS
19
Ameritas Advisory Services
Nebraska
$1.76M +$35.1K +958 +2%
KAS
20
Kestra Advisory Services
Texas
$1.71M -$10.7K -292 -0.6%
GWA
21
Gratus Wealth Advisors
Virginia
$1.49M -$1.28M -35,002 -46%
KA
22
Kovack Advisors
Florida
$1.35M +$37 +1 +0%
Citadel Advisors
23
Citadel Advisors
Florida
$1.09M +$897K +24,506 +435%
BEI
24
Benjamin Edwards Inc
Missouri
$1.07M -$16.3K -446 -1%
DADC
25
D.A. Davidson & Co
Montana
$913K +$71.9K +1,965 +8%

EDOW Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q4 2024, worth a combined $165M — up 14% from $145M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDOW positions and 3 closed out — a net gain of 11 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Morgan Stanley, cutting an estimated $2.98M.

  • 72 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $165M of First Trust Dow 30 Equal Weight ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 14 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q4 2024 was LPL Financial, an estimated $7.15M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.98M sold.

Based on aggregated 13F filings for Q4 2024.