Skip to content
Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

Follow

DOW 30 EQL WGT (fund)

69 managers (70 13F filers) reported a position in EDOW shares at 2025-12-31, 3,861,033 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
69
13F filers
70
New
8
Added
26
Reduced
22
Sold out
6
Shares held by filers
3,861,033

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,091,647$45.1M0.01%+10,95013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY775,258$32M<0.01%-13,89513F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.263,229$10.9M0.15%-6,79913F-HRTimeline
NewEdge Advisors, LLC210,935$8.71M0.03%+10,63613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC201,535$8.32M0.01%-5,61913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,328$6.42M<0.01%+52,97213F-HRTimelineGroup
Ignite Planners, LLC94,217$3.99M0.61%+3,57713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC83,725$3.46M0.22%-1,09913F-HRTimeline
Cambridge Investment Research Advisors,…77,799$3.21M0.01%+53113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …71,845$2.97M0.06%+1,53213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,329$2.82M<0.01%-87,35413F-HRTimelineGroup
Kovack Advisors, Inc.65,109$2.69M0.13%+29913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,811$2.64M<0.01%+8,40413F-HRTimelineGroup
Cetera Investment Advisers56,150$2.32M<0.01%-1,75513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding53,412$2.21M+849Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,428$1.67M0.06%-7,09213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,607$1.51M<0.01%+4,47613F-HRTimelineGroup
Harvest Investment Services, LLC31,442$1.3M0.25%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,038$1.16M<0.01%-7,83613F-HR/ATimelineGroup
Gratus Wealth Advisors, LLC26,248$1.08M0.15%-13,58213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,134$1.08M<0.01%-4,93313F-HRTimelineGroup
D.A. DAVIDSON & CO.23,753$981K0.01%-30813F-HRTimeline
Sanctuary Advisors, LLC21,594$892K<0.01%+2,63313F-HRTimeline
IEQ CAPITAL, LLC17,316$715K<0.01%013F-HRTimeline
Wealthfront Advisers LLC16,684$689K<0.01%-1,29313F-HRTimeline
Private Advisor Group, LLC16,002$661K<0.01%+2,79513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC15,683$648K0.25%-26313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,436$638K<0.01%+46013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,410$595K<0.01%+2,83213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,585$561K0.01%+50013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,648$522K0.01%+4,46713F-HRTimeline
WEDBUSH SECURITIES INC12,500$516K0.02%new13F-HRTimeline
Atria Investments, Inc11,882$491K0.01%+13413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,481$392K<0.01%-2013F-HRTimelineGroup
Gateway Wealth Partners, LLC9,426$389K0.04%-60013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,463$357K<0.01%+2,24313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,091$293K<0.01%-22,66713F-HRTimelineGroup
WEALTH EFFECTS LLC6,958$287K0.09%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,574$272K0.02%+3113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,558$271K0.01%-69013F-HRTimelineGroup
Camelot Portfolios, LLC6,174$255K0.16%+98013F-HRTimeline
Summit Financial, LLC6,114$252K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,973$247K0.01%-20313F-HRTimeline
Janney Montgomery Scott LLC5,943$245K<0.01%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC5,678$234K0.06%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,544$229K<0.01%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,478$226K0.03%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,425$224K0.01%-10013F-HRTimeline
Atlas Wealth LLC5,419$224K0.07%013F-HRTimeline
Sigma Planning Corp5,408$223K0.01%-5,42813F-HRTimeline
Integrated Wealth Concepts LLC5,347$221K<0.01%+23513F-HRTimeline
Prime Capital Investment Advisors, LLC5,000$206K<0.01%new13F-HRTimeline
REAP Financial Group, LLC4,085$169K0.03%-1,27113F-HRTimeline
Glassman Wealth Services3,159$130K0.02%013F-HRTimeline
Allworth Financial LP3,016$125K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,766$114K0.01%013F-HRTimeline
Parallel Advisors, LLC2,574$106K<0.01%+1,18013F-HRTimeline
ORG Partners LLC2,412$99.6K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,630$67.3K<0.01%+1,35113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,615$66.7K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,145$47K0.02%+75013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,000$41.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$34.1K<0.01%013F-HR/ATimelineGroup
Tidemark, LLC473$19.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC450$19K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…402$16.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC338$14K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC207$8.55K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG162$6.69K<0.01%-28,53213F-HRTimelineGroup