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Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

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DOW 30 EQL WGT (fund)

68 managers (69 13F filers) reported a position in EDOW shares at 2025-09-30, 3,923,552 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
68
13F filers
69
New
10
Added
15
Reduced
27
Sold out
5
Shares held by filers
3,923,552

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,080,697$43.2M0.01%+97,57613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY789,153$31.5M<0.01%-5,52713F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.270,028$10.8M0.21%-288,79613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC207,154$8.27M0.01%-2,99113F-HRTimeline
NewEdge Advisors, LLC200,299$8M0.04%+10,44313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.155,683$6.17M0.01%-4,55013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,356$4.09M<0.01%-62,26613F-HRTimelineGroup
Ignite Planners, LLC90,640$3.62M0.59%+5913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC84,824$3.39M0.22%-9,29413F-HRTimeline
Cambridge Investment Research Advisors,…77,268$3.09M0.01%-119,79513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …70,313$2.81M0.06%+2,51113F-HRTimelineGroup
Kovack Advisors, Inc.64,810$2.59M0.24%+12,20113F-HRTimeline
Cetera Investment Advisers57,905$2.31M<0.01%+84813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,407$2.21M<0.01%-25,24413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding52,563$2.1M-2,007Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…47,520$1.9M0.12%+9,44413F-HRTimelineGroup
Gratus Wealth Advisors, LLC39,830$1.59M0.22%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,874$1.43M<0.01%+5,96713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,131$1.28M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,067$1.24M<0.01%-2,34413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,758$1.19M<0.01%+5,77613F-HRTimelineGroup
UBS Group AGin group UBS Group AG28,694$1.15M<0.01%+1,88713F-HRTimelineGroup
D.A. DAVIDSON & CO.24,061$961K0.01%-87013F-HRTimeline
Sanctuary Advisors, LLC18,961$757K<0.01%-5613F-HR/ATimeline
Wealthfront Advisers LLC17,977$718K<0.01%-25013F-HRTimeline
IEQ CAPITAL, LLC17,316$692K<0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC15,946$637K0.25%013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC14,976$598K<0.01%-25,21813F-HRTimeline
Private Advisor Group, LLC13,207$527K<0.01%+2,57913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,085$523K0.01%-9013F-HRTimelineGroup
Atria Investments, Inc11,748$469K0.01%-79213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,578$462K<0.01%-1,43913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,523$460K<0.01%-58413F-HRTimelineGroup
Sigma Planning Corp10,836$433K0.01%-9,34913F-HRTimeline
Gateway Wealth Partners, LLC10,026$400K0.05%-29313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,501$379K<0.01%-2513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,428$337K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,181$327K0.01%-1,75013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,248$289K0.01%-97413F-HRTimelineGroup
WEALTH EFFECTS LLC6,957$278K0.09%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,342$253K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,543$253K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,220$249K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,176$247K<0.01%-47213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC5,904$236K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,544$221K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,525$221K0.01%013F-HRTimeline
Atlas Wealth LLC5,419$216K0.07%013F-HRTimeline
REAP Financial Group, LLC5,356$214K0.05%+20313F-HRTimeline
Arete Wealth Advisors, LLC5,234$209K0.01%013F-HRTimeline
Camelot Portfolios, LLC5,194$207K0.12%new13F-HRTimeline
Integrated Wealth Concepts LLC5,112$204K<0.01%new13F-HRTimeline
Glassman Wealth Services3,159$126K0.02%013F-HRTimeline
Allworth Financial LP3,016$120K<0.01%-613F-HRTimeline
PRIVATE TRUST CO NA2,766$110K0.01%013F-HRTimeline
ORG Partners LLC2,412$96.3K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,615$64.5K<0.01%+7113F-HR/ATimelineGroup
Parallel Advisors, LLC1,394$55.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,022$40.8K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,000$39.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$33K<0.01%013F-HRTimelineGroup
Tidemark, LLC473$18.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…402$16.1K<0.01%-1,08613F-HRTimeline
HAZLETT, BURT & WATSON, INC.395$16K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC338$13.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…279$11.1K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC207$8.27K<0.01%+1613F-HRTimelineGroup
SIMPLEX TRADING, LLC150$5K<0.01%013F-HRTimeline