First Trust DOW 30 EQL Wght ETF (EDOW): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of EDOW (all 13F filers)
- Morgan Stanley1.5 MBank or trading desk−32 K
- Modern Wealth Management649 KWealth adviser+649 K
- LPL Financial609 KWealth adviser−605 K
- Vestmark Advisory Solutions570 KType not verified0
- Commonwealth Equity Services244 KWealth adviser+40 K
- UBS Group213 KBank or trading desk−16 K
- Kirkwood Financial Services140 KType not verified+140 K
- Envestnet Asset Management131 KWealth adviser+7,825
- Cambridge Investment Research Advisors125 KWealth adviser−1,051
- UBS Asset Management119 KInvestment firm0
- Shares
- 1.5 M
- Change
- −32 K
See more
- Type
- Bank or trading desk
- Value
- $65.9M
- Shares
- 649 K
- Change
- +649 K
See more
- Type
- Wealth adviser
- Value
- $28.6M
- Shares
- 609 K
- Change
- −605 K
See more
- Type
- Wealth adviser
- Value
- $26.9M
- Shares
- 570 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $25.1M
- Shares
- 244 K
- Change
- +40 K
See more
- Type
- Wealth adviser
- Value
- $10.8M
- Shares
- 213 K
- Change
- −16 K
See more
- Type
- Bank or trading desk
- Value
- $9.4M
- Kirkwood Financial Services
- Shares
- 140 K
- Change
- +140 K
See more
- Type
- Type not verified
- Value
- $6.2M
- Shares
- 131 K
- Change
- +7,825
See more
- Type
- Wealth adviser
- Value
- $5.8M
- Shares
- 125 K
- Change
- −1,051
See more
- Type
- Wealth adviser
- Value
- $5.5M
- Shares
- 119 K
- Change
- 0
See more
- Type
- Investment firm
- Value
- $5.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial0.2%(fell below 5%)13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 15, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗