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First Trust Dow 30 Equal Weight ETF

66 hedge funds and large institutions have $172M invested in First Trust Dow 30 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $165M → $172M (+$7.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

2.13% less ownership

Funds ownership: 71.63%69.49% (-2.1%)

8% less funds holding

Funds holding: 7266 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
23
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$38.9M -$2.63M -70,966 -6%
Morgan Stanley
2
Morgan Stanley
New York
$28.5M -$1.08M -29,079 -4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$24.6M +$17.2M +464,266 +216%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$11.3M -$1.05M -28,328 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.33M +$671K +18,108 +10%
PIS
6
POM Investment Strategies
North Carolina
$7.12M -$1.04M -27,935 -12%
NA
7
NewEdge Advisors
Louisiana
$6.03M +$1.87M +50,403 +43%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.32M +$3M +81,012 +123%
Raymond James Financial
9
Raymond James Financial
Florida
$3.55M -$885K -23,874 -20%
IP
10
Ignite Planners
California
$3.21M -$58.1K -1,569 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.79M +$912K +24,603 +47%
SIA
12
Summit Investment Advisors
Maryland
$2.74M +$153K +4,137 +6%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.41M +$120K +3,240 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.07M +$16.9K +455 +0.8%
KA
15
Kovack Advisors
Florida
$1.89M +$556K +15,001 +40%
SPC
16
Sigma Planning Corp
Michigan
$1.86M -$55.5K -1,497 -3%
AAS
17
Ameritas Advisory Services
Nebraska
$1.76M
KAS
18
Kestra Advisory Services
Texas
$1.75M +$44.5K +1,202 +3%
Goldman Sachs
19
Goldman Sachs
New York
$1.73M -$70.9K -1,913 -4%
GWA
20
Gratus Wealth Advisors
Virginia
$1.49M
MML Investors Services
21
MML Investors Services
Massachusetts
$1.44M +$869K +23,447 +144%
BEI
22
Benjamin Edwards Inc
Missouri
$1.08M +$11.9K +320 +1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.02M +$520K +14,024 +100%
DADC
24
D.A. Davidson & Co
Montana
$912K +$778 +21 +0.1%
Jane Street
25
Jane Street
New York
$826K +$166K +4,480 +24%

EDOW Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q1 2025, worth a combined $172M — up 4.3% from $165M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EDOW and 2 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $17.2M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $6.76M sold.

  • 66 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q1 2025, down from 72 in Q4 2024.
  • Funds reported $172M of First Trust Dow 30 Equal Weight ETF stock for Q1 2025, up 4.3% quarter-over-quarter.
  • 2 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q1 2025 and 8 closed out, a net change of -6 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $17.2M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $6.76M sold.

Based on aggregated 13F filings for Q1 2025.