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Disclosery

EDOW FIRST TR EXCHANGE-TRADED FD

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DOW 30 EQL WGT (fund)

79 managers (82 13F filers) reported a position in EDOW shares at 2026-03-31, 5,689,004 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
79
13F filers
82
New
15
Added
36
Reduced
15
Sold out
3
Shares held by filers
5,689,004

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,526,680$61.9M<0.01%+751,42213F-HRTimelineGroup
LPL Financial LLC1,213,977$49.3M0.01%+122,33013F-HRTimeline
Vestmark Advisory Solutions, Inc.569,810$23.1M0.26%+306,58113F-HRTimeline
UBS Group AGgroup of 2 filers holding348,240$14.1M+348,078Timeline
Kirkwood Financial Services0$9.86M3.38%new13F-HRTimelineAmount filed as zero, left out of ratios.
COMMONWEALTH EQUITY SERVICES, LLC204,014$8.28M0.01%+2,47913F-HRTimeline
Independent Advisor Alliance175,084$7.1M0.08%new13F-HRTimeline
Cambridge Investment Research Advisors,…126,338$5.13M0.01%+48,53913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,266$5M<0.01%+59,45513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,432$4.93M<0.01%-33,89613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,537$4.2M<0.01%+75,49913F-HRTimelineGroup
Ignite Planners, LLC94,276$3.82M0.59%+5913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC83,528$3.39M0.22%-19713F-HRTimeline
Cetera Investment Advisers82,275$3.34M<0.01%+26,12513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …72,039$2.92M0.06%+19413F-HRTimelineGroup
Kovack Advisors, Inc.65,056$2.64M0.14%-5313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding58,444$2.37M+5,032Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,844$2.35M<0.01%-10,48513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,431$1.64M0.06%+313F-HRTimelineGroup
Gateway Wealth Partners, LLC38,606$1.57M0.06%+29,18013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,991$1.54M<0.01%new13F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding31,366$1.27M+15,683Timeline
Harvest Investment Services, LLC30,477$1.24M0.23%-96513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,331$1.07M<0.01%+19713F-HRTimelineGroup
Atria Investments, Inc25,983$1.05M0.01%+14,10113F-HRTimeline
Gratus Wealth Advisors, LLC25,955$1.05M0.15%-29313F-HRTimeline
NewEdge Advisors, LLC24,552$996K<0.01%-186,38313F-HR/ATimeline
D.A. DAVIDSON & CO.23,980$973K0.01%+22713F-HRTimeline
MML INVESTORS SERVICES, LLC23,403$949K<0.01%+7,96713F-HRTimeline
Sanctuary Advisors, LLC22,674$920K<0.01%+1,08013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,148$858K<0.01%new13F-HRTimelineGroup
Wealthfront Advisers LLC18,949$769K<0.01%+2,26513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,449$748K<0.01%+4,03913F-HRTimelineGroup
Private Advisor Group, LLC17,892$726K<0.01%+1,89013F-HRTimeline
HARBOUR INVESTMENTS, INC.14,955$607K0.01%+2,30713F-HRTimeline
Farther Finance Advisors, LLC14,866$602K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,586$551K0.01%+113F-HRTimelineGroup
WEDBUSH SECURITIES INC12,500$507K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,012$488K<0.01%+4,92113F-HRTimelineGroup
Janney Montgomery Scott LLC11,756$477K<0.01%+5,81313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,481$385K<0.01%013F-HRTimelineGroup
Proactive Wealth Strategies LLC8,304$337K0.06%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,007$325K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC7,431$301K0.01%+4,85713F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,033$285K<0.01%-29,57413F-HRTimelineGroup
WEALTH EFFECTS LLC6,961$282K0.1%+313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,886$279K<0.01%-1,57713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC6,560$266K0.06%+88213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,543$265K0.02%-3113F-HRTimeline
Camelot Portfolios, LLC6,147$249K0.19%-2713F-HRTimeline
Summit Financial, LLC6,071$246K<0.01%-4313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,693$231K0.03%+21513F-HRTimeline
Integrated Wealth Concepts LLC5,487$223K<0.01%+14013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,460$222K<0.01%-8413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,425$220K0.01%013F-HRTimeline
Atlas Wealth LLC5,419$220K0.07%013F-HR/ATimeline
Sigma Planning Corp5,408$219K0.01%013F-HRTimeline
HRT FINANCIAL LP5,367$217K<0.01%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,045$205K0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC5,000$203K<0.01%013F-HRTimeline
REAP Financial Group, LLC4,098$166K0.03%+1313F-HRTimeline
Glassman Wealth Services3,159$128K0.02%013F-HRTimeline
Allworth Financial LP3,016$122K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,766$112K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,760$112K0.06%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,743$109K<0.01%+1,12813F-HR/ATimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,412$97.9K0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,145$46K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,000$40.6K<0.01%new13F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,000$40.6K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…848$34.4K<0.01%+2213F-HRTimelineGroup
Tidemark, LLC473$19.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC450$18.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…402$16.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC389$15.8K<0.01%+5113F-HRTimeline
POM Investment Strategies, LLC368$14.9K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…280$11.4K<0.01%-1,35013F-HRTimelineGroup
FMR LLCin group FMR LLC209$8.49K<0.01%+213F-HRTimelineGroup
Merkkuri Wealth Advisors LLC56$2.27K<0.01%new13F-HRTimeline