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 4.4 Million shares, which have been reported (via 13F filing form) to have a value of $165 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
|
$35.6 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
898,516
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
341,227
shares
|
$12.8 Million
0.47% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
224,619
shares
|
$8.42 Million
6.14% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
186,356
shares
|
$6.98 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
161,732
shares
|
$6.06 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
|
$5.75 Million
0.04% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
121,857
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,815
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
92,748
shares
|
$3.48 Million
0.78% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
76,034
shares
|
$2.85 Million
0.44% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
63,245
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,814
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
57,311
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
54,101
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
52,741
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
52,238
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
52,114
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
48,445
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,486
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
43,436
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
37,308
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,261
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
34,058
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
30,014
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|