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Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

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DOW 30 EQL WGT (fund)

71 managers (73 13F filers) reported a position in EDOW shares at 2024-12-31, 4,548,446 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
71
13F filers
73
New
9
Added
30
Reduced
21
Sold out
3
Shares held by filers
4,548,446

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC1,145,089$41.5M0.02%+195,41413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY817,204$29.6M<0.01%-81,31213F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.341,227$12.4M0.43%+3,23913F-HRTimeline
POM Investment Strategies, LLC224,619$8.15M6.14%+3,51213F-HRTimeline
Cambridge Investment Research Advisors,…214,540$7.78M0.03%+154,72613F-HRTimeline
Independent Advisor Alliance186,356$6.76M0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC184,130$6.68M0.01%+22,39813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,857$4.42M<0.01%13F-HR/ATimelineGroup
NewEdge Advisors, LLC116,067$4.21M0.03%-37,26713F-HRTimeline
Ignite Planners, LLC92,748$3.37M0.74%-10,87613F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.73,500$2.8M2.49%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,996$2.39M0.01%+20,30013F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …63,245$2.29M0.06%+35513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding59,799$2.17M-2,436Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,074$2.14M-90Timeline
Integrated Wealth Concepts LLC57,351$2.08M0.02%+5,11313F-HRTimeline
Cetera Investment Advisers56,649$2.05M<0.01%+4,53513F-HRTimeline
Sigma Planning Corp52,741$1.91M0.06%+21813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,767$1.81M<0.01%+15,70913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…48,445$1.76M0.06%+95813F-HRTimelineGroup
Gratus Wealth Advisors, LLC41,032$1.49M0.24%-35,00213F-HRTimeline
Kovack Advisors, Inc.37,308$1.35M0.13%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,141$1.09M<0.01%+24,50613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,568$1.07M0.02%-44613F-HRTimelineGroup
D.A. DAVIDSON & CO.25,165$913K0.01%+1,96513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,574$819K<0.01%-34,73713F-HRTimelineGroup
Sanctuary Advisors, LLC19,938$759K<0.01%-38713F-HRTimeline
Wealthfront Advisers LLC18,644$676K<0.01%+5,91513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,311$664K<0.01%-6,25413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,356$593K0.01%+1,36013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,265$590K<0.01%-1,55513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC15,855$575K0.29%-1813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,039$509K<0.01%-29,39713F-HRTimelineGroup
Atria Investments, Inc12,228$444K0.01%+1,57013F-HRTimeline
Bison Wealth, LLC12,057$437K0.05%13F-HRTimeline
UBS Group AGin group UBS Group AG11,900$432K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC10,978$398K0.1%+2513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,285$373K<0.01%+73013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,181$369K0.01%-40013F-HRTimeline
REAP Financial Group, LLC10,095$366K0.09%+1813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,526$346K<0.01%+713F-HRTimelineGroup
Private Advisor Group, LLC9,388$340K<0.01%+87313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,884$322K<0.01%-7,86413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC8,496$308K0.03%+60313F-HRTimeline
New England Capital Financial Advisors …7,799$283K0.14%+1513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,699$279K0.02%-94913F-HR/ATimelineGroup
Chicago Partners Investment Group LLC7,658$278K0.01%+1913F-HRTimeline
WEALTH EFFECTS LLC7,584$275K0.1%+213F-HRTimeline
J.W. COLE ADVISORS, INC.7,310$265K0.01%-30013F-HRTimeline
Janney Montgomery Scott LLC6,705$243K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,543$237K0.02%new13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC6,498$236K0.06%+2613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…6,117$222K0.1%-95113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,544$201K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,525$200K0.01%new13F-HRTimeline
ORG Partners LLC3,912$142K0.02%013F-HRTimeline
Glassman Wealth Services3,159$115K0.02%013F-HRTimeline
Allworth Financial LP3,022$113K<0.01%-2,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,063$111K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,660$96.5K0.01%+2,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,829$66.3K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,754$63.6K<0.01%-26013F-HRTimeline
Parallel Advisors, LLC1,394$50.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,000$36.3K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$30K<0.01%013F-HRTimelineGroup
Tidemark, LLC473$17.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC453$16K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…200$7.25K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$3.63K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.1$36<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.