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 80 institutions that hold shares in the stock, with a total of 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
7,799
shares
|
$269,143
0.14% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,658
shares
|
$264,277
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
7,584
shares
|
$261,723
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,353
shares
|
$253,752
0.0% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
7,310
shares
|
$252,268
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,705
shares
|
$231,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,543
shares
|
$225,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,498
shares
|
$224,245
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
6,117
shares
|
$211,097
0.1% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,544
shares
|
$191,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,525
shares
|
$190,667
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,912
shares
|
$135,003
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,159
shares
|
$109,017
0.02% of portfolio
|
Q4 2022
Reduced 62.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,063
shares
|
$105,704
0.0% of portfolio
|
Q3 2024
Added 471.46%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,022
shares
|
$104,289
0.0% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,660
shares
|
$91,796
0.01% of portfolio
|
Q4 2024
Added 303.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,829
shares
|
$63,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,754
shares
|
$60,530
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,394
shares
|
$48,106
0.0% of portfolio
|
Q1 2023
Added 25.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
826
shares
|
$28,505
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
614
shares
|
$21,189
0.0% of portfolio
|
Q2 2020
Added 240.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
473
shares
|
$16,323
0.01% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
453
shares
|
$15,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
340
shares
|
$11,733
0.01% of portfolio
|
Q2 2024
Reduced 56.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
200
shares
|
$6,902
0.0% of portfolio
|
Q2 2024
New holding
|