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 74 institutions that hold shares in the stock, with a total of 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
7,085
shares
|
$249,250
0.12% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,687
shares
|
$235,248
0.01% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,543
shares
|
$230,182
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
6,123
shares
|
$215,407
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,544
shares
|
$195,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,525
shares
|
$194,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,159
shares
|
$111,133
0.02% of portfolio
|
Q4 2022
Reduced 62.52%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,022
shares
|
$106,313
0.0% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,766
shares
|
$97,307
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,516
shares
|
$88,512
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,412
shares
|
$84,854
0.03% of portfolio
|
Q1 2025
Reduced 38.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,829
shares
|
$64,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,754
shares
|
$61,705
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,394
shares
|
$49,040
0.0% of portfolio
|
Q1 2023
Added 25.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
826
shares
|
$29,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
614
shares
|
$21,600
0.0% of portfolio
|
Q2 2020
Added 240.07%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
473
shares
|
$16,640
0.01% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
453
shares
|
$15,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
340
shares
|
$11,961
0.01% of portfolio
|
Q2 2024
Reduced 56.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
200
shares
|
$7,036
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$3,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
88
shares
|
$3,095
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
75
shares
|
$2,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|