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 67 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
949,675
shares
|
$34.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
898,516
shares
|
$33 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
337,988
shares
|
$12.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
221,107
shares
|
$8.13 Million
6.21% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
161,732
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
153,334
shares
|
$5.64 Million
0.04% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
103,624
shares
|
$3.81 Million
0.89% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,815
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
76,034
shares
|
$2.8 Million
0.44% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
62,890
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,814
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
57,311
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
54,101
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
52,523
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
52,238
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
52,114
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
47,487
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,486
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
45,696
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
43,436
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
37,307
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
34,058
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
30,014
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
29,864
shares
|
$1.1 Million
0.33% of portfolio
|
Q4 2023
Reduced 92.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,708
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Added 0.75%
|