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First Trust Dow 30 Equal Weight ETF

69 hedge funds and large institutions have $157M invested in First Trust Dow 30 Equal Weight ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

6% more funds holding

Funds holding: 6569 (+4)

4.38% less ownership

Funds ownership: 73.85%69.47% (-4.4%)

7% less capital invested

Capital invested by funds: $168M → $157M (-$11.7M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43.2M +$3.82M +97,576 +10%
Morgan Stanley
2
Morgan Stanley
New York
$31.5M -$216K -5,527 -0.7%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$10.8M -$11.3M -288,796 -52%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.27M -$117K -2,991 -1%
NA
5
NewEdge Advisors
Louisiana
$8M +$409K +10,443 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.17M -$178K -4,550 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$4.09M -$2.44M -62,266 -38%
IP
8
Ignite Planners
California
$3.62M +$2.31K +59 +0.1%
GWANC
9
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.39M -$364K -9,294 -10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.09M -$4.69M -119,795 -61%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$2.81M +$98.3K +2,511 +4%
KA
12
Kovack Advisors
Florida
$2.59M +$478K +12,201 +23%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.31M +$33.2K +848 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.21M -$988K -25,244 -31%
AAS
15
Ameritas Advisory Services
Nebraska
$1.9M +$370K +9,444 +25%
KAS
16
Kestra Advisory Services
Texas
$1.7M -$55.1K -1,408 -3%
GWA
17
Gratus Wealth Advisors
Virginia
$1.59M
Goldman Sachs
18
Goldman Sachs
New York
$1.43M +$234K +5,967 +20%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.28M +$1.26M +32,131 New
Bank of America
20
Bank of America
North Carolina
$1.24M -$91.8K -2,344 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.19M +$226K +5,776 +24%
UBS Group
22
UBS Group
Switzerland
$1.15M +$73.9K +1,887 +7%
DADC
23
D.A. Davidson & Co
Montana
$961K -$34.1K -870 -3%
SA
24
Sanctuary Advisors
Indiana
$757K -$2.19K -56 -0.3%
Wealthfront Advisers
25
Wealthfront Advisers
California
$718K -$9.79K -250 -1%

EDOW Hedge Fund Activity: Q3 2025 in Review

69 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow 30 Equal Weight ETF (EDOW) for Q3 2025, worth a combined $157M — down 6.9% from $168M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDOW positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.82M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $11.3M.

  • 69 institutional investors held First Trust Dow 30 Equal Weight ETF (EDOW) as of Q3 2025, up from 65 in Q2 2025.
  • Funds reported $157M of First Trust Dow 30 Equal Weight ETF stock for Q3 2025, down 6.9% quarter-over-quarter.
  • 10 funds opened new First Trust Dow 30 Equal Weight ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest First Trust Dow 30 Equal Weight ETF buyer in Q3 2025 was LPL Financial, an estimated $3.82M added.
  • The largest First Trust Dow 30 Equal Weight ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2025.