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 72 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
921,953
shares
|
$32.7 Million
0.02% of portfolio
|
Q2 2024
Added 1.18%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
916,078
shares
|
$32.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2024 Q2 2024 |
456,493
shares
|
$16.2 Million
2.7% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
343,152
shares
|
$12.2 Million
0.52% of portfolio
|
Q2 2024
Added 1.84%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
220,030
shares
|
$7.8 Million
5.89% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
152,404
shares
|
$5.4 Million
0.01% of portfolio
|
Q2 2024
Added 4.74%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
138,000
shares
|
$4.89 Million
0.03% of portfolio
|
Q2 2024
Added 17.64%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
111,747
shares
|
$3.96 Million
0.96% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
108,202
shares
|
$3.83 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
78,776
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
77,164
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2024
Added 3.08%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jul 15, 2024 Q2 2024 |
68,298
shares
|
$2.42 Million
2.69% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
58,600
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 70.42%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
55,550
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
54,425
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
53,993
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
53,563
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2024
Added 1.23%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
52,459
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
51,244
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2024
Added 3.83%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
49,484
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2024
Added 71.39%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
49,375
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
43,457
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2024
Added 8.51%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
41,358
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
37,306
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
35,659
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 65.51%
|