Institutional Ownership First Tr Exchange Traded Fd (EDOW)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (EDOW). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,145,089
shares
|
$42.4 Million
0.02% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
817,204
shares
|
$30.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
341,227
shares
|
$12.6 Million
0.47% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
224,619
shares
|
$8.32 Million
6.14% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
214,540
shares
|
$7.95 Million
0.03% of portfolio
|
Q4 2024
Added 258.68%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
186,356
shares
|
$6.9 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
184,130
shares
|
$6.82 Million
0.01% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
121,857
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
116,067
shares
|
$4.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,815
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
92,748
shares
|
$3.44 Million
0.78% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
73,500
shares
|
$2.72 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
63,245
shares
|
$2.34 Million
0.07% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
57,351
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
56,649
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
52,741
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
52,446
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
49,767
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 46.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
48,445
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,194
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
41,032
shares
|
$1.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 46.03%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
37,308
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,261
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
30,141
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 434.89%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
29,864
shares
|
$1.11 Million
0.33% of portfolio
|
Q4 2023
Reduced 92.57%
|