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Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

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DOW 30 EQL WGT (fund)

78 managers (80 13F filers) reported a position in EDOW shares at 2026-06-30, 5,655,478 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
78
13F filers
80
New
7
Added
23
Reduced
28
Sold out
9
Shares held by filers
5,655,478

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,494,901$65.9M<0.01%-31,77913F-HRTimelineGroup
Modern Wealth Management, LLC648,710$28.6M0.34%new13F-HRTimeline
LPL Financial LLC609,457$26.9M0.01%-604,52013F-HRTimeline
Vestmark Advisory Solutions, Inc.569,810$25.1M0.24%013F-HRTimeline
UBS Group AGgroup of 2 filers holding331,972$14.6M-16,268Timeline
COMMONWEALTH EQUITY SERVICES, LLC244,102$10.8M0.01%+40,08813F-HRTimeline
Kirkwood Financial Services140,147$6.17M1.76%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC131,091$5.78M<0.01%+7,82513F-HRTimelineGroup
Cambridge Investment Research Advisors,…125,287$5.52M0.01%-1,05113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,295$5M<0.01%-8,13713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,537$4.56M<0.01%013F-HRTimelineGroup
Ignite Planners, LLC94,330$4.16M0.57%+5413F-HRTimeline
Cetera Investment Advisers87,502$3.86M<0.01%+5,22713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC84,278$3.72M0.21%+75013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …77,225$3.4M0.06%+5,18613F-HRTimelineGroup
Kovack Advisors, Inc.65,057$2.88M0.14%+113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding56,908$2.51M-1,536Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,551$1.92M0.04%+3,12013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,900$1.8M<0.01%-16,94413F-HRTimelineGroup
Harvest Investment Services, LLC31,353$1.38M0.21%+87613F-HRTimeline
Sanctuary Advisors, LLC29,499$1.3M0.01%+6,82513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,731$1.18M<0.01%+40013F-HRTimelineGroup
Gratus Wealth Advisors, LLC25,955$1.14M0.15%013F-HRTimeline
MML INVESTORS SERVICES, LLC25,775$1.14M<0.01%+2,37213F-HRTimeline
Regatta Research & Money Management25,719$1.13M1.07%13F-HRTimeline
Atria Investments, Inc24,123$1.06M0.01%-1,86013F-HRTimeline
D.A. DAVIDSON & CO.23,345$1.03M0.01%-63513F-HRTimeline
NewEdge Advisors, LLC23,037$1.02M<0.01%-1,51513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,095$975K<0.01%+10,08313F-HRTimelineGroup
Gateway Wealth Partners, LLC21,996$970K0.06%-16,61013F-HRTimeline
Private Advisor Group, LLC21,470$947K<0.01%+3,57813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,597$864K<0.01%+1,14813F-HRTimelineGroup
Wealthfront Advisers LLC18,623$821K<0.01%-32613F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC15,804$697K0.23%+12113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,955$659K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,200$582K0.01%-38613F-HRTimelineGroup
WEDBUSH SECURITIES INC12,500$551K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,332$544K<0.01%-25,65913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,129$535K<0.01%+5,09613F-HRTimelineGroup
Janney Montgomery Scott LLC10,364$457K<0.01%-1,39213F-HRTimeline
Integrated Wealth Concepts LLC9,712$428K<0.01%+4,22513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,481$418K<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,968$351K<0.01%-3913F-HRTimelineGroup
Proactive Wealth Strategies LLC7,827$345K0.06%-47713F-HRTimeline
Parallel Advisors, LLC7,431$328K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,887$308K<0.01%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,938$306K<0.01%-14,21013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,493$288K0.02%-5013F-HRTimeline
WEALTH EFFECTS LLC6,422$283K0.08%-53913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC6,406$282K0.05%-15413F-HRTimeline
Camelot Portfolios, LLC6,081$268K0.19%-6613F-HRTimeline
Summit Financial, LLC5,962$263K<0.01%-10913F-HRTimeline
&PARTNERS5,867$259K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.5,460$241K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,425$239K0.01%013F-HRTimeline
Atlas Wealth LLC5,419$239K0.03%013F-HRTimeline
FLOW TRADERS U.S. LLC5,393$238K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,391$238K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,005$221K0.02%-68813F-HRTimeline
Perigon Wealth Management, LLC4,826$213K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,631$202K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,805$168K<0.01%+2,95713F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,450$152K0.06%+69013F-HRTimeline
Glassman Wealth Services3,159$139K0.02%013F-HRTimeline
Allworth Financial LP3,016$133K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,766$122K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,743$121K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC2,729$120K0.02%-1,36913F-HRTimeline
POM Investment Strategies, LLC1,206$53.2K0.06%+83813F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,145$50K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.886$39.1K<0.01%-11413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC628$27.7K<0.01%+23913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …507$22.7K<0.01%new13F-HRTimelineGroup
Tidemark, LLC473$20.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…402$17.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC387$17.1K<0.01%-14,47913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…280$12.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC209$9.22K<0.01%013F-HRTimelineGroup