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Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

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DOW 30 EQL WGT (fund)

65 managers (67 13F filers) reported a position in EDOW shares at 2025-03-31, 4,760,348 shares in all. 2 filers opened a position and 8 filers sold out during the quarter.

Managers
65
13F filers
67
New
2
Added
23
Reduced
25
Sold out
8
Shares held by filers
4,760,348

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,074,123$38.9M0.02%-70,96613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY788,125$28.5M<0.01%-29,07913F-HRTimelineGroup
Cambridge Investment Research Advisors,…678,806$24.6M0.08%+464,26613F-HRTimeline
Vestmark Advisory Solutions, Inc.312,899$11.3M0.29%-28,32813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC202,238$7.33M0.01%+18,10813F-HRTimeline
POM Investment Strategies, LLC196,684$7.12M8.33%-27,93513F-HRTimeline
NewEdge Advisors, LLC166,470$6.03M0.04%+50,40313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,008$5.32M0.01%+81,01213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,983$3.55M<0.01%-23,87413F-HRTimelineGroup
Ignite Planners, LLC91,179$3.21M0.63%-1,56913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,449$3.06M+24,650Timeline
SUMMIT INVESTMENT ADVISORS, INC.77,637$2.74M2.44%+4,13713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,485$2.41M0.06%+3,24013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding59,317$2.15M+243Timeline
Cetera Investment Advisers57,104$2.07M<0.01%+45513F-HRTimeline
Kovack Advisors, Inc.52,309$1.89M0.2%+15,00113F-HRTimeline
Sigma Planning Corp51,244$1.86M0.06%-1,49713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…48,445$1.76M0.07%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,854$1.73M<0.01%-1,91313F-HR/ATimelineGroup
Gratus Wealth Advisors, LLC41,032$1.49M0.24%013F-HRTimeline
MML INVESTORS SERVICES, LLC39,712$1.44M<0.01%+23,44713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,888$1.08M0.02%+32013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,063$1.02M<0.01%+14,02413F-HRTimelineGroup
D.A. DAVIDSON & CO.25,186$912K0.01%+2113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,791$826K<0.01%+4,48013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,390$811K<0.01%-18413F-HRTimelineGroup
Sanctuary Advisors, LLC19,913$721K0.01%-2513F-HRTimeline
Wealthfront Advisers LLC17,613$638K<0.01%-1,03113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC15,855$574K0.29%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,847$502K0.01%-2,50913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,647$458K<0.01%+2,36213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,483$452K<0.01%-17,65813F-HRTimelineGroup
Atria Investments, Inc12,274$445K0.01%+4613F-HRTimeline
UBS Group AGin group UBS Group AG11,153$404K<0.01%-74713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,931$360K0.01%-25013F-HRTimeline
Private Advisor Group, LLC9,766$354K<0.01%+37813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,526$345K<0.01%013F-HRTimelineGroup
Gateway Wealth Partners, LLC9,385$340K0.08%-1,59313F-HRTimeline
Bison Wealth, LLC8,829$320K0.03%-3,22813F-HRTimeline
REAP Financial Group, LLC8,279$300K0.07%-1,81613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,549$273K0.01%-15013F-HR/ATimelineGroup
Janney Montgomery Scott LLC7,158$259K<0.01%+45313F-HRTimeline
WEALTH EFFECTS LLC7,085$257K0.11%-49913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,866$248K<0.01%-2,01813F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.6,687$242K0.01%-62313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,543$237K0.02%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,123$222K0.1%+613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,544$201K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,525$200K0.02%013F-HRTimeline
Glassman Wealth Services3,159$114K0.02%013F-HRTimeline
Allworth Financial LP3,022$105K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,766$100K0.01%+10613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,516$91.2K<0.01%-54713F-HRTimelineGroup
ORG Partners LLC2,412$87.2K0.02%-1,50013F-HRTimeline
Steward Partners Investment Advisory, L…1,759$63.7K<0.01%+513F-HRTimeline
Parallel Advisors, LLC1,394$50.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,000$36.2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$29.9K<0.01%013F-HRTimelineGroup
Tidemark, LLC473$17.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC453$16K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…200$7.24K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC191$6.92K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC100$3.62K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.75$2K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.