FIRST TRUST DOW 30 EQL WGHT EDOW
$44.97
+1.5% 52w: $39.31 – $44.97
Latest 13F among current holders filed 1 month ago (Sep 16, 2026)
Price — last 12 months
research preview data39.3142.1444.97
Oct 17, 2025 Jul 2, 2026
Institutional holders
82
+11 QoQ
13F value
$240.7M
+50.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EDOW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.5M | $61.9M | 0.0% | +96.9% |
| LPL Financial LLC | Bank broker | 1.2M | $49.3M | 0.0% | +11.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 569.8K | $23.1M | 0.3% | +116.5% |
| Kirkwood Financial Services | — | 0 | $9.9M | 3.4% | — |
| UBS Group AG | Bank broker | 229.1K | $9.3M | 0.0% | +141302.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 204.0K | $8.3M | 0.0% | +1.2% |
| Independent Advisor Alliance | Wealth advisor | 175.1K | $7.1M | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 126.3K | $5.1M | 0.0% | +62.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 123.3K | $5.0M | 0.0% | +93.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 121.4K | $4.9M | 0.0% | -21.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 119.2K | $4.8M | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 103.5K | $4.2M | 0.0% | +269.3% |
| Ignite Planners, LLC | Wealth advisor | 94.3K | $3.8M | 0.6% | +0.1% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 83.5K | $3.4M | 0.2% | -0.2% |
| Cetera Investment Advisers | Wealth advisor | 82.3K | $3.3M | 0.0% | +46.5% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 72.0K | $2.9M | 0.1% | +0.3% |
| Kovack Advisors, Inc. | Other | 65.1K | $2.6M | 0.1% | -0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 57.8K | $2.3M | 0.0% | -15.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 48.8K | $2.0M | 0.0% | +12.7% |
| Ameritas Advisory Services, LLC | Wealth advisor | 40.4K | $1.6M | 0.1% | 0.0% |
| Gateway Wealth Partners, LLC | Wealth advisor | 38.6K | $1.6M | 0.1% | +309.6% |
| JANE STREET GROUP, LLC | Market maker | 38.0K | $1.5M | 0.0% | New |
| Harvest Investment Services, LLC | Other | 30.5K | $1.2M | 0.2% | -3.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 26.3K | $1.1M | 0.0% | +0.8% |
| Atria Investments, Inc | Wealth advisor | 26.0K | $1.1M | 0.0% | +118.7% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 26.0K | $1.1M | 0.2% | -1.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 24.6K | $996K | 0.0% | -88.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 24.0K | $973K | 0.0% | +1.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.4K | $949K | 0.0% | +51.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 22.7K | $920K | 0.0% | +5.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 21.1K | $858K | 0.0% | New |
| Wealthfront Advisers LLC | Wealth advisor | 18.9K | $769K | 0.0% | +13.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 18.4K | $748K | 0.0% | +28.0% |
| Private Advisor Group, LLC | Wealth advisor | 17.9K | $726K | 0.0% | +11.8% |
| TCFG Investment Advisors, LLC | Wealth advisor | 15.7K | $636K | 0.2% | — |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 15.7K | $636K | 0.2% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 15.0K | $607K | 0.0% | +18.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 14.9K | $602K | 0.0% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 13.6K | $551K | 0.0% | 0.0% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 12.5K | $507K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 12.0K | $488K | 0.0% | +69.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 11.8K | $477K | — | +97.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 9.6K | $391K | 0.0% | -4.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 9.5K | $385K | 0.0% | Held |
| Proactive Wealth Strategies LLC | Wealth advisor | 8.3K | $337K | 0.1% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 8.0K | $325K | — | New |
| Parallel Advisors, LLC | Wealth advisor | 7.4K | $301K | 0.0% | +188.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 7.0K | $285K | 0.0% | -80.8% |
| WEALTH EFFECTS LLC | Other | 7.0K | $282K | 0.1% | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 6.9K | $279K | — | -18.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.