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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
7,068
shares
|
$264,908
0.13% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,705
shares
|
$251,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,543
shares
|
$245,231
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,498
shares
|
$243,545
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,635
shares
|
$211,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,525
shares
|
$207,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,912
shares
|
$146,621
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,159
shares
|
$118,399
0.02% of portfolio
|
Q4 2022
Reduced 62.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,063
shares
|
$114,801
0.0% of portfolio
|
Q3 2024
Added 471.46%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,022
shares
|
$113,264
0.0% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,660
shares
|
$99,696
0.01% of portfolio
|
Q4 2024
Added 303.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,754
shares
|
$65,739
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,394
shares
|
$52,247
0.0% of portfolio
|
Q1 2023
Added 25.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
826
shares
|
$30,958
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
826
shares
|
$30,958
0.0% of portfolio
|
Q4 2024
Reduced 93.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
614
shares
|
$23,012
0.0% of portfolio
|
Q2 2020
Added 240.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
473
shares
|
$17,728
0.01% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
453
shares
|
$16,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
340
shares
|
$12,743
0.01% of portfolio
|
Q2 2024
Reduced 56.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
200
shares
|
$7,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
88
shares
|
$3,298
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|