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Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

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DOW 30 EQL WGT (fund)

65 managers (66 13F filers) reported a position in EDOW shares at 2025-06-30, 4,392,203 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
65
13F filers
66
New
7
Added
21
Reduced
21
Sold out
8
Shares held by filers
4,392,203

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC983,121$37.7M0.01%-91,00213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY794,680$30.5M<0.01%+6,55513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.558,824$21.4M0.31%+245,92513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC210,145$8.05M0.01%+7,90713F-HRTimeline
Cambridge Investment Research Advisors,…197,063$7.55M0.02%-481,74313F-HRTimeline
NewEdge Advisors, LLC189,856$7.28M0.04%+23,38613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC164,622$6.31M<0.01%+66,63913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,233$6.14M0.01%+13,22513F-HR/ATimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC94,118$3.61M0.25%new13F-HRTimeline
Ignite Planners, LLC90,581$3.49M0.61%-59813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding80,651$3.09M-3,798Timeline
SUMMIT INVESTMENT ADVISORS, INC.79,091$3M2.47%+1,45413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,802$2.6M0.06%+1,31713F-HRTimelineGroup
Cetera Investment Advisers57,057$2.19M<0.01%-4713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding54,570$2.09M-4,747Timeline
Kovack Advisors, Inc.52,609$2.02M0.2%+30013F-HRTimeline
HighTower Advisors, LLC48,671$1.87M<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC40,194$1.54M<0.01%+48213F-HRTimeline
Gratus Wealth Advisors, LLC39,830$1.53M0.23%-1,20213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…38,076$1.46M0.08%-10,36913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,411$1.28M<0.01%+11,02113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,907$1.15M<0.01%-17,94713F-HRTimelineGroup
UBS Group AGin group UBS Group AG26,807$1.03M<0.01%+15,65413F-HRTimelineGroup
D.A. DAVIDSON & CO.24,931$956K0.01%-25513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,982$919K<0.01%+17,11613F-HR/ATimelineGroup
Sigma Planning Corp20,185$774K0.02%-31,05913F-HRTimeline
Sanctuary Advisors, LLC19,017$729K<0.01%-89613F-HRTimeline
Wealthfront Advisers LLC18,227$699K<0.01%+61413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC15,946$611K0.28%+9113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,175$505K0.01%-67213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,017$499K<0.01%+37013F-HRTimelineGroup
Atria Investments, Inc12,540$481K0.01%+26613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,107$464K<0.01%-10,68413F-HRTimelineGroup
Private Advisor Group, LLC10,628$407K<0.01%+86213F-HRTimeline
Gateway Wealth Partners, LLC10,319$396K0.08%+93413F-HRTimeline
HARBOUR INVESTMENTS, INC.9,931$381K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,526$365K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,222$315K0.02%+67313F-HRTimelineGroup
WEALTH EFFECTS LLC6,956$267K0.1%-12913F-HRTimeline
J.W. COLE ADVISORS, INC.6,648$255K0.01%-3913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,543$251K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,220$242K<0.01%new13F-HRTimeline
Bison Wealth, LLC5,997$230K0.02%-2,83213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,544$213K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,525$212K0.01%013F-HRTimeline
Atlas Wealth LLC5,419$210K0.08%new13F-HRTimeline
Arete Wealth Advisors, LLC5,234$201K0.01%new13F-HRTimeline
REAP Financial Group, LLC5,153$198K0.05%-3,12613F-HRTimeline
Glassman Wealth Services3,159$121K0.02%013F-HRTimeline
Allworth Financial LP3,022$116K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,766$106K0.01%013F-HRTimeline
ORG Partners LLC2,412$93.4K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,544$59.2K<0.01%-97213F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,488$57K<0.01%-27113F-HRTimeline
Parallel Advisors, LLC1,394$53.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,000$38.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$31.7K<0.01%013F-HRTimelineGroup
Tidemark, LLC473$18.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC453$17K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC338$13K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC191$7.32K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC150$5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.75$2K<0.01%013F-HRTimeline
POM Investment Strategies, LLC1$37<0.01%-196,68313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.