Who owns First Trust Dow 30 Equal Weight ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EDOW from SEC Form 13F filings across 79 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 79 institutions disclosed 5.5M shares of First Trust Dow 30 Equal Weight ETF worth $243.6M — about 103.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
79
13F holders
$243.6M
value, 2026 filers
103.6%
of shares outstanding (5.5M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EDOW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.5M | $65.9M | 0.0% | 28% | -2.1% |
| 2 | Modern Wealth Management, LLCNEW | 648,710 | $28.6M | 0.3% | 12.2% | new |
| 3 | LPL Financial LLC | 609,457 | $26.9M | 0.0% | 11.4% | -49.8% |
| 4 | Vestmark Advisory Solutions, Inc. | 569,810 | $25.1M | 0.2% | 10.7% | 0.0% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 244,102 | $10.8M | 0.0% | 4.6% | +19.6% |
| 6 | UBS Group AG | 212,804 | $9.4M | 0.0% | 4% | -7.1% |
| 7 | Kirkwood Financial ServicesNEW | 140,147 | $6.2M | 1.8% | 2.6% | new |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 131,091 | $5.8M | 0.0% | 2.5% | +6.3% |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 119,168 | $5.3M | 0.0% | 2.2% | 0.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 113,295 | $5.0M | 0.0% | 2.1% | -6.7% |
| 11 | GOLDMAN SACHS GROUP INC | 103,537 | $4.6M | 0.0% | 1.9% | 0.0% |
| 12 | Ignite Planners, LLC | 94,330 | $4.2M | 0.6% | 1.8% | +0.1% |
| 13 | Cetera Investment Advisers | 87,502 | $3.9M | 0.0% | 1.6% | +6.4% |
| 14 | GUARDIAN WEALTH ADVISORS, LLC / NC | 84,278 | $3.7M | 0.2% | 1.6% | +0.9% |
| 15 | Wealthcare Advisory Partners LLC | 77,225 | $3.4M | 0.1% | 1.4% | +7.2% |
| 16 | Kovack Advisors, Inc. | 65,057 | $2.9M | 0.1% | 1.2% | 0.0% |
| 17 | Kestra Advisory Services, LLC | 47,929 | $2.1M | 0.0% | 0.9% | -1.8% |
| 18 | Ameritas Advisory Services, LLC | 43,551 | $1.9M | 0.0% | 0.8% | +7.7% |
| 19 | OSAIC HOLDINGS, INC. | 40,900 | $1.8M | 0.0% | 0.8% | -29.3% |
| 20 | Harvest Investment Services, LLC | 31,353 | $1.4M | 0.2% | 0.6% | +2.9% |
| 21 | Sanctuary Advisors, LLC | 29,499 | $1.3M | 0.0% | 0.6% | +30.1% |
| 22 | BANK OF AMERICA CORP /DE/ | 26,731 | $1.2M | 0.0% | 0.5% | +1.5% |
| 23 | Gratus Wealth Advisors, LLC | 25,955 | $1.1M | 0.1% | 0.5% | 0.0% |
| 24 | MML INVESTORS SERVICES, LLC | 25,775 | $1.1M | 0.0% | 0.5% | +10.1% |
| 25 | Regatta Research & Money ManagementNEW | 25,719 | $1.1M | 1.1% | 0.5% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.