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First Trust Dow 30 Equal Weight ETF

65 hedge funds and large institutions have $167M invested in First Trust Dow 30 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$37.7M
Morgan Stanley
2
Morgan Stanley
New York
$30.5M
VAS
3
Vestmark Advisory Solutions
Massachusetts
$21.4M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.05M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.55M
NA
6
NewEdge Advisors
Louisiana
$7.28M
Raymond James Financial
7
Raymond James Financial
Florida
$6.31M
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.61M
IP
9
Ignite Planners
California
$3.49M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.09M
SIA
11
Summit Investment Advisors
Maryland
$3M
SIAS
12
Summit Investment Advisory Services
Minnesota
$3M
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.6M
Osaic Holdings
14
Osaic Holdings
Arizona
$2.46M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.19M
KA
16
Kovack Advisors
Florida
$2.02M
HighTower Advisors
17
HighTower Advisors
Illinois
$1.87M
KAS
18
Kestra Advisory Services
Texas
$1.69M
MML Investors Services
19
MML Investors Services
Massachusetts
$1.54M
GWA
20
Gratus Wealth Advisors
Virginia
$1.53M
AAS
21
Ameritas Advisory Services
Nebraska
$1.46M
Bank of America
22
Bank of America
North Carolina
$1.28M
Goldman Sachs
23
Goldman Sachs
New York
$1.15M
UBS Group
24
UBS Group
Switzerland
$1.03M
DADC
25
D.A. Davidson & Co
Montana
$956K