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 73 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,544
shares
|
$218,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,525
shares
|
$218,071
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
5,419
shares
|
$213,887
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,234
shares
|
$206,585
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,153
shares
|
$203,388
0.05% of portfolio
|
Q2 2025
Reduced 37.76%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,159
shares
|
$124,685
0.02% of portfolio
|
Q4 2022
Reduced 62.52%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,022
shares
|
$119,278
0.0% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,766
shares
|
$109,174
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,516
shares
|
$99,306
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,412
shares
|
$95,201
0.02% of portfolio
|
Q1 2025
Reduced 38.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,488
shares
|
$58,731
0.0% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$55,021
0.0% of portfolio
|
Q1 2023
Added 25.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
826
shares
|
$32,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
614
shares
|
$24,234
0.0% of portfolio
|
Q2 2020
Added 240.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
473
shares
|
$18,669
0.01% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
453
shares
|
$17,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
340
shares
|
$13,419
0.01% of portfolio
|
Q2 2024
Reduced 56.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
338
shares
|
$13,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$5,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
88
shares
|
$3,473
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
75
shares
|
$2,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|