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 77 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,176
shares
|
$251,548
0.0% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
5,904
shares
|
$240,469
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,544
shares
|
$225,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,525
shares
|
$225,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,419
shares
|
$220,715
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,356
shares
|
$218,149
0.05% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,234
shares
|
$213,180
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
5,194
shares
|
$211,551
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,112
shares
|
$208,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
3,159
shares
|
$128,666
0.02% of portfolio
|
Q4 2022
Reduced 62.52%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,016
shares
|
$122,841
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,766
shares
|
$112,659
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,412
shares
|
$98,240
0.02% of portfolio
|
Q1 2025
Reduced 38.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,615
shares
|
$65,778
0.0% of portfolio
|
Q3 2025
Reduced 35.81%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,394
shares
|
$56,777
0.0% of portfolio
|
Q1 2023
Added 25.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,022
shares
|
$41,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
826
shares
|
$33,642
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
614
shares
|
$25,008
0.0% of portfolio
|
Q2 2020
Added 240.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
473
shares
|
$19,265
0.01% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
402
shares
|
$16,373
0.0% of portfolio
|
Q3 2025
Reduced 72.98%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
395
shares
|
$16,088
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
340
shares
|
$13,848
0.01% of portfolio
|
Q2 2024
Reduced 56.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
338
shares
|
$13,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
279
shares
|
$11,363
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
150
shares
|
$6,109
0.0% of portfolio
|
Q2 2025
New holding
|
|