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 68 institutions that hold shares in the stock, with a total of 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
911,218
shares
|
$30.7 Million
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
908,371
shares
|
$30.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 09, 2024 Q1 2024 |
478,952
shares
|
$16.1 Million
2.88% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
336,943
shares
|
$11.3 Million
0.54% of portfolio
|
Q1 2024
Added 3.55%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
240,570
shares
|
$8.1 Million
6.78% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
233,125
shares
|
$7.84 Million
0.56% of portfolio
|
Q1 2024
Added 7.89%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
198,084
shares
|
$6.67 Million
0.03% of portfolio
|
Q1 2024
Added 273.96%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
145,501
shares
|
$4.9 Million
0.01% of portfolio
|
Q1 2024
Added 10.0%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
120,990
shares
|
$4.07 Million
1.19% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
117,304
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2024
Reduced 82.33%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
113,440
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
103,386
shares
|
$3.48 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
83,249
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
74,860
shares
|
$2.52 Million
0.04% of portfolio
|
Q1 2024
Added 447.42%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
56,799
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.2%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
55,035
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2024
Reduced 86.42%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
54,934
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2024
Reduced 17.09%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
54,438
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Added 133.05%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
52,911
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2024
Added 167.38%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
50,405
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2024
Added 58.58%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
49,355
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2024
Added 1.26%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
40,049
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.16%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
29,864
shares
|
$1 Million
0.33% of portfolio
|
Q4 2023
Reduced 92.57%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
28,872
shares
|
$971,542
0.0% of portfolio
|
Q1 2024
Reduced 58.21%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
27,502
shares
|
$925,442
0.02% of portfolio
|
Q1 2024
Added 1.34%
|