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Get Institutions for : 
First Trust Dow 30 Equal Weight Etf (EDOW)  
$33.16 0.11 (0.34%) as of 4:30 Mon 4/29


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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  : 
2.90 (9.57%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2232 - 2023-12-31 925,718 $30,178,000 -10,104
   LPL FINANCIAL CORP 702 - 2023-12-31 907,767 $29,593,000 -27,511
   Goss Wealth Management LLC 107 - 2023-12-31 663,878 $21,754,000 99,352
   Kestra Advisory Services LLC 205 - 2023-12-31 405,118 $13,207,000 -399,330
   Vestmark Advisory Solutions Inc. 34 - 2023-12-31 325,407 $10,608,000 5,718
   AE Wealth Management LLC 454 - 2023-12-31 238,259 $7,857,000 82,680
   REGAL INVESTMENT ADVISORS, LLC 47 *New 2023-12-31 216,084 $7,044,000 216,084
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 599 - 2024-03-31 198,084 $6,821,000 145,115
   COMMONWEALTH EQUITY SERVICES LLC. 1170 - 2023-12-31 132,271 $4,312,000 545
   Ignite Planners LLC 18 - 2024-03-31 120,990 $4,152,000 -8,451
   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/ 3256 - 2023-12-31 88,098 $2,872,000 3,157
   ENVESTNET ASSET MANAGEMENT INC 2257 - 2023-12-31 85,029 $2,772,000 -25,410
   Stratos Wealth Partners LTD. 371 - 2024-03-31 74,860 $2,578,000 61,185
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1767 - 2023-12-31 69,095 $2,252,000 59,424
   Cetera Investment Advisers 756 - 2023-12-31 68,069 $2,219,000 -4,845
   Integrated Wealth Concepts LLC 446 - 2023-12-31 66,260 $2,160,000 -2,897
   Advisor Group Holdings Inc. 1896 - 2023-12-31 58,178 $1,897,000 268
   Wealthcare Advisory Partners LLC 260 - 2024-03-31 49,355 $1,700,000 613
   HBW Advisory Services LLC 99 - 2024-03-31 8,329 $1,554,000 0
   JANE STREET GROUP LLC 2936 - 2023-12-31 38,817 $1,265,000 13,618
   Ameritas Advisory Services LLC 271 - 2023-12-31 31,786 $1,063,000 -21,116
   ROYAL BANK OF CANADA 3078 - 2023-12-31 31,349 $1,022,000 14,290
   J Arnold Wealth Management Co 14 - 2023-12-31 29,864 $974,000 -372,244
   BENJAMIN F. EDWARDS & COMPANY INC. 518 - 2023-12-31 27,139 $885,000 1,628
   Sigma Planning Corp 377 - 2023-12-31 19,789 $645,000 -35,269
   INTL FCSTONE INC. 187 - 2023-12-31 18,634 $608,000 -880
   MML INVESTORS SERVICES LLC 1677 - 2023-12-31 17,406 $567,000 -477
   DAVIDSON D A & CO 927 - 2023-12-31 15,986 $521,000 5,866
   GOLDMAN SACHS GROUP INC/ 3913 - 2023-12-31 13,055 $426,000 0
   DAVENPORT & CO LLC - 2023-12-31 12,197 $398,000 -17,111
   FINANCIAL NETWORK 2067 - 2023-12-31 11,789 $384,000 -47
   Wealthfront Advisers LLC 776 - 2024-03-31 10,661 $367,000 918
   KESTRA PRIVATE WEALTH SERVICES LLC 859 - 2023-12-31 11,036 $360,000 123
   INSIGNEO ADVISORY SERVICES LLC 300 - 2023-12-31 10,850 $354,000 -3,034
   HARBOUR INVESTMENTS INC. 667 - 2023-12-31 10,598 $345,000 -23,176
   STIFEL FINANCIAL CORP 2778 - 2023-12-31 10,178 $332,000 -3,720
   New England Capital Financial Advisors LLC 39 - 2023-12-31 9,742 $318,000 2,618
   BB&T CORP 2237 - 2023-12-31 9,519 $310,000 0
   MARINER WEALTH ADVISORS, LLC 2317 *New 2023-12-31 9,454 $308,000 9,454
   WEALTH EFFECTS LLC 149 - 2024-03-31 8,737 $301,000 2
   Private Advisor Group LLC 1812 - 2023-12-31 8,729 $285,000 1,395
   Chicago Partners Investment Group LLC 611 - 2024-03-31 7,596 $252,000 20
   J.W. COLE ADVISORS INC. 695 - 2023-12-31 7,722 $252,000 -128
   Envestnet Portfolio Solutions Inc. 1395 - 2023-12-31 7,547 $246,000 -1,270
   Stonebridge Financial Planning Group LLC 133 - 2023-12-31 7,459 $243,000 -478
   PARK AVENUE SECURITIES LLC 1278 - 2024-03-31 6,522 $225,000 52
   Apollon Financial LLC 135 - 2023-12-31 6,349 $207,000 0
   HANSON MCCLAIN, INC. 878 - 2024-03-31 4,272 $147,000 4,266
   ORG Partners LLC 324 - 2023-12-31 3,854 $126,000 0
   Glassman Wealth Services 292 - 2023-12-31 3,159 $103,000 0
   UBS Group AG 4984 - 2023-12-31 2,758 $90,000 1,175
   Steward Partners Investment Advisory LLC 1856 - 2023-12-31 1,993 $65,000 -517
   PNC FINANCIAL SERVICES GROUP INC 2984 - 2023-12-31 1,466 $48,000 727
   Parallel Advisors LLC 1467 - 2023-12-31 1,394 $45,000 -350
   Tidemark LLC 297 - 2023-12-31 824 $27,000 0
   ICA Group Wealth Management LLC 657 - 2023-12-31 790 $26,000 790
   Geneos Wealth Management Inc. - 2023-12-31 600 $20,000 0
   J P MORGAN CHASE & CO 4974 - 2023-12-31 536 $17,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 529 - 2023-12-31 82 $3,000 4
   NBC SECURITIES INC. 1991 - 2024-03-31 81 $2,000 -12
   FMR LLC 4757 - 2023-12-31 1 $0 0
   Western Wealth Management LLC 698 *Closed 2023-12-31 0 $0 -9,843
   PROEQUITIES INC. 6796 - 2023-12-31 0 $0 -200
   CWM LLC 4604 *Closed 2024-03-31 0 $0 -359
   CITADEL ADVISORS LLC 6373 *Closed 2023-12-31 0 $0 -7,636
   Gray Wealth Management Inc. 134 *Closed 2023-12-31 0 $0 -7,180
   H D Vest Advisory Services 1672 *Closed 2023-12-31 0 $0 -11,813
  69 Records found
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