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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  
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            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
   Goss Wealth Management LLC 107 - 2023-12-31 663,878 $21,754,000 99,352
   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
   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
   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
   Stratos Wealth Partners LTD. 371 - 2024-03-31 74,860 $2,578,000 61,185
   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
   JANE STREET GROUP LLC 2936 - 2023-12-31 38,817 $1,265,000 13,618
   ROYAL BANK OF CANADA 3078 - 2023-12-31 31,349 $1,022,000 14,290
   BENJAMIN F. EDWARDS & COMPANY INC. 515 - 2024-03-31 27,502 $947,000 363
   DAVENPORT & CO LLC 718 - 2024-03-31 18,293 $630,000 6,096
   DAVIDSON D A & CO 927 - 2023-12-31 15,986 $521,000 5,866
   KESTRA PRIVATE WEALTH SERVICES LLC 896 - 2024-03-31 11,377 $392,000 341
   Wealthfront Advisers LLC 776 - 2024-03-31 10,661 $367,000 918
   New England Capital Financial Advisors LLC 37 - 2024-03-31 9,757 $336,000 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
   J.W. COLE ADVISORS INC. 730 - 2024-03-31 7,742 $267,000 20
   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
   UBS Group AG 4984 - 2023-12-31 2,758 $90,000 1,175
   ICA Group Wealth Management LLC 657 - 2023-12-31 790 $26,000 790
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 542 - 2024-03-31 87 $3,000 5

  30 Records found
  1    
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