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Get Institutions for : 
First Trust Dow 30 Equal Weight Etf (EDOW)  
$32.82 0.04 (0.12%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    4
Total shares held : 
 5,105,642  
% of shares held : 
 32.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -521,678  
% of shares held change : 
   -3.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.85  
Last Quarter's Ending Price : 
 $32.60  
Last Quarter's Average Price : 
 $30.26  
Change from last quarter's     
avg. price to the last closing  : 
2.56 (8.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 225,538
 4.42%
 
Increased Positions :
24
 356,176
 6.98%
 
Unchanged Positions :
11
 46,232
 0.91%
 
Decreased Positions :
26
-987,777
-19.35%
 
Closed Positions :
6
-115,615
-2.26%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 736 - 2024-03-31 911,218 $31,379,000 3,451
   MORGAN STANLEY 2199 - 2024-03-31 908,371 $31,281,000 -17,347
   Gratus Wealth Advisors LLC 14 - 2024-03-31 478,952 $15,662,000 -16,077
   Vestmark Advisory Solutions Inc. 41 - 2024-03-31 336,943 $11,603,000 11,536
   POM Investment Strategies LLC 5 - 2024-03-31 240,570 $8,284,000 3,623
   REGAL INVESTMENT ADVISORS, LLC 43 - 2024-03-31 233,125 $8,028,000 17,041
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 599 - 2024-03-31 198,084 $6,821,000 145,115
   COMMONWEALTH EQUITY SERVICES LLC. 1159 - 2024-03-31 145,501 $5,011,000 13,230
   Ignite Planners LLC 18 - 2024-03-31 120,990 $4,152,000 -8,451
   Goss Wealth Management LLC 447 - 2024-03-31 117,304 $4,040,000 -546,574
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1270 - 2024-03-31 113,440 $3,907,000 -8,436
   RAYMOND JAMES & ASSOCIATES 1794 - 2024-03-31 103,386 $3,560,000 103,386
   BANK OF AMERICA CORP /DE/ 3384 - 2024-03-31 83,249 $2,867,000 -4,849
   Stratos Wealth Partners LTD. 371 - 2024-03-31 74,860 $2,578,000 61,185
   ENVESTNET ASSET MANAGEMENT INC 2569 - 2024-03-31 56,799 $1,956,000 -28,230
   Kestra Advisory Services LLC 900 - 2024-03-31 55,035 $1,895,000 -350,083
   Integrated Wealth Concepts LLC 531 - 2024-03-31 54,934 $1,892,000 -11,326
   Sigma Planning Corp 330 - 2024-03-31 52,911 $1,822,000 33,122
   Wealthcare Advisory Partners LLC 260 - 2024-03-31 49,355 $1,700,000 613
   Ameritas Advisory Services LLC 267 - 2024-03-31 50,405 $1,663,000 18,619
   HBW Advisory Services LLC 99 - 2024-03-31 8,329 $1,554,000 0
   Advisor Group Holdings Inc. 2003 - 2024-03-31 40,049 $1,379,000 -18,129
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2573 - 2024-03-31 28,872 $994,000 -40,223
   J Arnold Wealth Management Co 14 - 2023-12-31 29,864 $974,000 -372,244
   BENJAMIN F. EDWARDS & COMPANY INC. 515 - 2024-03-31 27,502 $947,000 363
   JANE STREET GROUP LLC 3148 - 2024-03-31 27,275 $939,000 -11,542
   GOLDMAN SACHS GROUP INC/ 3616 - 2024-03-31 26,863 $925,000 13,808
   Cetera Investment Advisers 983 - 2024-03-31 23,359 $804,000 -44,710
   ROYAL BANK OF CANADA 3231 - 2024-03-31 20,590 $710,000 -10,759
   MULTIFINANCIAL SECURITIES CORP 1381 *New 2024-03-31 20,279 $698,000 20,279
   DAVENPORT & CO LLC 718 - 2024-03-31 18,293 $630,000 6,096
   DAVIDSON D A & CO 893 - 2024-03-31 18,121 $624,000 2,135
   MML INVESTORS SERVICES LLC 1706 - 2024-03-31 17,092 $589,000 -314
   HRT FINANCIAL LLC 1134 *New 2024-03-31 16,369 $563,000 16,369
   INTL FCSTONE INC. 220 - 2024-03-31 13,536 $466,000 -5,098
   OLD MISSION CAPITAL LLC 618 *New 2024-03-31 11,694 $403,000 11,694
   KESTRA PRIVATE WEALTH SERVICES LLC 896 - 2024-03-31 11,377 $392,000 341
   FINANCIAL NETWORK 2118 - 2024-03-31 10,800 $372,000 -989
   Wealthfront Advisers LLC 776 - 2024-03-31 10,661 $367,000 918
   HARBOUR INVESTMENTS INC. 667 - 2023-12-31 10,598 $345,000 -23,176
   New England Capital Financial Advisors LLC 37 - 2024-03-31 9,757 $336,000 15
   INSIGNEO ADVISORY SERVICES LLC 356 - 2024-03-31 9,760 $336,000 -1,090
   Gateway Wealth Partners LLC 159 *New 2024-03-31 9,656 $332,000 9,656
   BB&T CORP 2213 - 2024-03-31 9,519 $328,000 0
   MARINER WEALTH ADVISORS, LLC 2358 - 2024-03-31 9,469 $326,000 15
   Envestnet Portfolio Solutions Inc. 1341 - 2024-03-31 8,969 $309,000 1,422
   Private Advisor Group LLC 1820 - 2024-03-31 8,779 $302,000 50
   WEALTH EFFECTS LLC 149 - 2024-03-31 8,737 $301,000 2
   STIFEL FINANCIAL CORP 2906 - 2024-03-31 8,594 $296,000 -1,584
   J.W. COLE ADVISORS INC. 730 - 2024-03-31 7,742 $267,000 20
   Stonebridge Financial Planning Group LLC 138 - 2024-03-31 7,459 $257,000 0
   Chicago Partners Investment Group LLC 611 - 2024-03-31 7,596 $252,000 20
   PARK AVENUE SECURITIES LLC 1278 - 2024-03-31 6,522 $225,000 52
   Apollon Financial LLC 139 - 2024-03-31 6,415 $221,000 66
   HANSON MCCLAIN, INC. 878 - 2024-03-31 4,272 $147,000 4,266
   Glassman Wealth Services 86 - 2024-03-31 3,159 $109,000 0
   Steward Partners Investment Advisory LLC 1945 - 2024-03-31 2,000 $69,000 7
   Parallel Advisors LLC 1507 - 2024-03-31 1,394 $48,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2265 *New 2024-03-31 826 $28,000 826
   ICA Group Wealth Management LLC 684 - 2024-03-31 790 $27,000 0
   J P MORGAN CHASE & CO 4924 - 2024-03-31 536 $21,000 0
   Geneos Wealth Management Inc. 1346 - 2024-03-31 600 $21,000 0
   Tidemark LLC 368 - 2024-03-31 473 $16,000 -351
   WELLS FARGO & CO/MN 5259 *New 2024-03-31 132 $5,000 132
   UBS Group AG 6367 - 2024-03-31 106 $4,000 -2,652
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 542 - 2024-03-31 87 $3,000 5
   NBC SECURITIES INC. 1991 - 2024-03-31 81 $2,000 -12
   PROEQUITIES INC. 2635 - 2024-03-31 0 $0 0
   FMR LLC 5356 *Closed 2024-03-31 0 $0 -1
   AE Wealth Management LLC 1700 *Closed 2024-03-31 0 $0 -238,259
   CWM LLC 4604 *Closed 2024-03-31 0 $0 -359
   ORG Partners LLC 918 *Closed 2024-03-31 0 $0 -3,854
   PNC FINANCIAL SERVICES GROUP INC 4710 *Closed 2024-03-31 0 $0 -1,466
  73 Records found
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