EDOW Institutional Ownership
First Trust Dow 30 Equal Weight ETF
1W: -1.4%
1M: -4.0%
3M: -1.3%
YTD: +7.1%
1Y: +11.2%
3Y: +59.3%
5Y: +56.4%
$44.41
+0.09 (+0.21%)
Weekly Expected Move ±1.4%
$43
$44
$44
$45
$46
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — EDOW
90
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
249M
Total Invested
8
New Positions
23
Increased
39
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (93 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,494,901 | $66M | -31,779 | -2.1% | 23Q | SEC ↗ |
| 2 | Modern Wealth Management, LLC NEW | 648,710 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 3 | LPL Financial LLC | 609,457 | $27M | -604,520 | -49.8% | 31Q | SEC ↗ |
| 4 | Vestmark Advisory Solutions, Inc. | 569,810 | $25M | — | +0.0% | 17Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 244,102 | $11M | +40,088 | +19.6% | 31Q | SEC ↗ |
| 6 | UBS Group AG | 212,804 | $9M | -16,268 | -7.1% | 7Q | SEC ↗ |
| 7 | Kirkwood Financial Services | 140,147 | $6M | +140,147 | — | 1Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 131,091 | $6M | +7,825 | +6.3% | 19Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 125,287 | $6M | -1,051 | -0.8% | 25Q | SEC ↗ |
| 10 | UBS AM, a distinct business unit of UB | 119,168 | $5M | — | +0.0% | 2Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 113,295 | $5M | -8,137 | -6.7% | 7Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 103,537 | $5M | — | +0.0% | 15Q | SEC ↗ |
| 13 | Ignite Planners, LLC | 94,330 | $4M | +54 | +0.1% | 15Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 87,502 | $4M | +5,227 | +6.4% | 22Q | SEC ↗ |
| 15 | GUARDIAN WEALTH ADVISORS, LLC / NC | 84,278 | $4M | +750 | +0.9% | 5Q | SEC ↗ |
| 16 | Wealthcare Advisory Partners LLC | 77,225 | $3M | +5,186 | +7.2% | 12Q | SEC ↗ |
| 17 | Kovack Advisors, Inc. | 65,057 | $3M | +1 | +0.0% | 9Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 47,929 | $2M | -887 | -1.8% | 13Q | SEC ↗ |
| 19 | Ameritas Advisory Services, LLC | 43,551 | $2M | +3,120 | +7.7% | 19Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 40,900 | $2M | -16,944 | -29.3% | 26Q | SEC ↗ |
| 21 | Harvest Investment Services, LLC | 31,353 | $1M | +876 | +2.9% | 3Q | SEC ↗ |
| 22 | Sanctuary Advisors, LLC | 29,499 | $1M | +6,825 | +30.1% | 9Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 26,731 | $1M | +400 | +1.5% | 15Q | SEC ↗ |
| 24 | Gratus Wealth Advisors, LLC | 25,955 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 25,775 | $1M | +2,372 | +10.1% | 14Q | SEC ↗ |
| 26 | Regatta Research & Money Management NEW | 25,719 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Atria Investments, Inc | 24,123 | $1M | -1,860 | -7.2% | 9Q | SEC ↗ |
| 28 | D.A. DAVIDSON & CO. | 23,345 | $1M | -635 | -2.6% | 13Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 23,037 | $1M | -1,515 | -6.2% | 17Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 22,095 | $981K | +10,083 | +83.9% | 33Q | SEC ↗ |
| 31 | Gateway Wealth Partners, LLC | 21,996 | $977K | -16,610 | -43.0% | 10Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 21,470 | $954K | +3,578 | +20.0% | 14Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 19,597 | $870K | +1,148 | +6.2% | 13Q | SEC ↗ |
| 34 | Wealthfront Advisers LLC | 18,623 | $827K | -326 | -1.7% | 17Q | SEC ↗ |
| 35 | TCFG Investment Advisors, LLC | 15,804 | $702K | +121 | +0.8% | 2Q | SEC ↗ |
| 36 | TCFG WEALTH MANAGEMENT, LLC | 15,683 | $697K | — | +0.0% | 7Q | SEC ↗ |
| 37 | HARBOUR INVESTMENTS, INC. | 14,955 | $664K | — | +0.0% | 17Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 13,200 | $586K | -386 | -2.8% | 21Q | SEC ↗ |
| 39 | WEDBUSH SECURITIES INC | 12,500 | $555K | — | +0.0% | 3Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 12,332 | $548K | -25,659 | -67.5% | 2Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,129 | $539K | +5,096 | +72.5% | 4Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 10,364 | $460K | -1,392 | -11.8% | 3Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 9,481 | $421K | — | +0.0% | 13Q | SEC ↗ |
| 44 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,979 | $399K | -649 | -6.7% | 23Q | SEC ↗ |
| 45 | PARK AVENUE SECURITIES LLC | 7,968 | $354K | -39 | -0.5% | 2Q | SEC ↗ |
| 46 | Proactive Wealth Strategies LLC | 7,827 | $348K | -477 | -5.7% | 2Q | SEC ↗ |
| 47 | Parallel Advisors, LLC | 7,431 | $330K | — | +0.0% | 15Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 6,938 | $308K | -14,210 | -67.2% | 2Q | SEC ↗ |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 6,887 | $306K | +1 | +0.0% | 5Q | SEC ↗ |
| 50 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 6,493 | $288K | -50 | -0.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 648,710 | $29M |
| Regatta Research & Money Management | 25,719 | $1M |
| &PARTNERS | 5,867 | $261K |
| FLOW TRADERS U.S. LLC | 5,393 | $240K |
| J.W. COLE ADVISORS, INC. | 5,391 | $239K |
| Perigon Wealth Management, LLC | 4,826 | $214K |
| StoneX Group Inc. | 4,631 | $206K |
| Allspring Global Investments Holdin | 507 | $23K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 175,084 | $8M |
| IEQ CAPITAL, LLC | 17,316 | $769K |
| Sigma Planning Corp | 5,408 | $240K |
| HRT FINANCIAL LP | 5,367 | $238K |
| Arete Wealth Advisors, LLC | 5,234 | $232K |
| MAGNOLIA CAPITAL ADVISORS LLC | 5,045 | $224K |
| Prime Capital Investment Advisors, | 5,000 | $222K |
| Ascentis Independent Advisors | 2,412 | $107K |
| WELLS FARGO & COMPANY/MN | 1,000 | $44K |
| Western Wealth Management, LLC | 644 | $29K |
| Sound Income Strategies, LLC | 450 | $20K |
| Merkkuri Wealth Advisors LLC | 56 | $2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -604,520 | -49.8% | 609,457 |
| MORGAN STANLEY | -31,779 | -2.1% | 1,494,901 |
| JANE STREET GROUP, LLC | -25,659 | -67.5% | 12,332 |
| OSAIC HOLDINGS, INC. | -16,944 | -29.3% | 40,900 |
| Gateway Wealth Partners, LLC | -16,610 | -43.0% | 21,996 |
| UBS Group AG | -16,268 | -7.1% | 212,804 |
| Farther Finance Advisors, LLC | -14,479 | -97.4% | 387 |
| CITADEL ADVISORS LLC | -14,210 | -67.2% | 6,938 |
| RAYMOND JAMES FINANCIAL INC | -8,137 | -6.7% | 113,295 |
| Atria Investments, Inc | -1,860 | -7.2% | 24,123 |
| NewEdge Advisors, LLC | -1,515 | -6.2% | 23,037 |
| Janney Montgomery Scott LLC | -1,392 | -11.8% | 10,364 |
| REAP Financial Group, LLC | -1,369 | -33.4% | 2,729 |
| Cambridge Investment Research Advis | -1,051 | -0.8% | 125,287 |
| Kestra Advisory Services, LLC | -887 | -1.8% | 47,929 |
| Bay Colony Advisory Group, Inc d/b/ | -688 | -12.1% | 5,005 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -649 | -6.7% | 8,979 |
| D.A. DAVIDSON & CO. | -635 | -2.6% | 23,345 |
| WEALTH EFFECTS LLC | -539 | -7.7% | 6,422 |
| Proactive Wealth Strategies LLC | -477 | -5.7% | 7,827 |