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First Trust Dow 30 Equal Weight ETF
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Overview Fund Activity

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
Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
0.96%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.5M
2
IAA
2
Independent Advisor Alliance
North Carolina
$6.76M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.6M
2
NA
2
NewEdge Advisors
Louisiana
$4.21M
3
GWA
3
Gratus Wealth Advisors
Virginia
$1.49M
4
Bank of America
4
Bank of America
North Carolina
$819K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$41.5M +$7.09M +195,414 +21%
Morgan Stanley
2
Morgan Stanley
New York
$29.6M -$2.95M -81,312 -9%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$12.4M +$117K +3,239 +1%
PIS
4
POM Investment Strategies
North Carolina
$8.15M +$127K +3,512 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.78M +$5.61M +154,726 +259%
IAA
6
Independent Advisor Alliance
North Carolina
$6.76M +$6.76M +186,356 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.68M +$812K +22,398 +14%
Raymond James Financial
8
Raymond James Financial
Florida
$4.42M +$4.42M +121,857 New
NA
9
NewEdge Advisors
Louisiana
$4.21M -$1.35M -37,267 -24%
IP
10
Ignite Planners
California
$3.37M -$395K -10,876 -10%
SIA
11
Summit Investment Advisors
Maryland
$2.8M +$2.8M +73,500 New
Osaic Holdings
12
Osaic Holdings
Arizona
$2.39M +$736K +20,300 +44%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$12.9K +355 +0.6%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.08M +$185K +5,113 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.05M +$164K +4,535 +9%
SPC
16
Sigma Planning Corp
Michigan
$1.91M +$7.91K +218 +0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.9M -$60K -1,655 -3%
Goldman Sachs
18
Goldman Sachs
New York
$1.81M +$570K +15,709 +46%
AAS
19
Ameritas Advisory Services
Nebraska
$1.76M +$34.7K +958 +2%
KAS
20
Kestra Advisory Services
Texas
$1.71M -$10.6K -292 -0.6%
GWA
21
Gratus Wealth Advisors
Virginia
$1.49M -$1.27M -35,002 -46%
KA
22
Kovack Advisors
Florida
$1.35M +$36 +1 +0%
Citadel Advisors
23
Citadel Advisors
Florida
$1.09M +$889K +24,506 +435%
BEI
24
Benjamin Edwards Inc
Missouri
$1.07M -$16.2K -446 -1%
DADC
25
D.A. Davidson & Co
Montana
$913K +$71.3K +1,965 +8%
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