FIRST TR EXCHANGE TRADED FD (EDOW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$236.0M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $65.9M | 1,494,901 | 0.00% | 23q | -2.1%-$1.4M |
| Modern Wealth Management, LLC | $28.6M | 648,710 | 0.34% | new | NEW |
| LPL Financial LLC | $26.9M | 609,457 | 0.01% | 31q | -49.8%-$26.7M |
| Vestmark Advisory Solutions, Inc. | $25.1M | 569,810 | 0.24% | 17q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 244,102 | 0.01% | 31q | +19.6%+$1.8M |
| UBS Group AG | $9.4M | 212,804 | 0.00% | 7q | -7.1%-$717.3K |
| ENVESTNET ASSET MANAGEMENT INC | $5.8M | 131,091 | 0.00% | 19q | +6.3%+$345.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.3M | 119,168 | 0.00% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 113,295 | 0.00% | 7q | -6.7%-$358.8K |
| GOLDMAN SACHS GROUP INC | $4.6M | 103,537 | 0.00% | 16q | HELD |
| Ignite Planners, LLC | $4.2M | 94,330 | 0.57% | 15q | HELD |
| Cetera Investment Advisers | $3.9M | 87,502 | 0.00% | 22q | +6.4%+$230.5K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.7M | 84,278 | 0.21% | 5q | +0.9%+$33.1K |
| Wealthcare Advisory Partners LLC | $3.4M | 77,225 | 0.06% | 12q | +7.2%+$228.7K |
| Kovack Advisors, Inc. | $2.9M | 65,057 | 0.14% | 9q | HELD |
| Kestra Advisory Services, LLC | $2.1M | 47,929 | 0.01% | 13q | -1.8%-$39.1K |
| Ameritas Advisory Services, LLC | $1.9M | 43,551 | 0.04% | 19q | +7.7%+$137.6K |
| OSAIC HOLDINGS, INC. | $1.8M | 40,900 | 0.00% | 26q | -29.3%-$747.2K |
| Harvest Investment Services, LLC | $1.4M | 31,353 | 0.21% | 3q | +2.9%+$38.6K |
| Sanctuary Advisors, LLC | $1.3M | 29,499 | 0.01% | 9q | +30.1%+$300.9K |
| BANK OF AMERICA CORP /DE/ | $1.2M | 26,731 | 0.00% | 31q | +1.5%+$17.6K |
| Gratus Wealth Advisors, LLC | $1.1M | 25,955 | 0.15% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $1.1M | 25,775 | 0.00% | 14q | +10.1%+$104.6K |
| Regatta Research & Money Management | $1.1M | 25,719 | 1.07% | new | FIRST |
| Atria Investments, Inc | $1.1M | 24,123 | 0.01% | 9q | -7.2%-$82.0K |
| D.A. DAVIDSON & CO. | $1.0M | 23,345 | 0.01% | 13q | -2.6%-$28.0K |
| NewEdge Advisors, LLC | $1.0M | 23,037 | 0.00% | 17q | -2.6%-$27.1K |
| ROYAL BANK OF CANADA | $975.0K | 22,095 | 0.00% | 31q | +83.9%+$444.9K |
| Gateway Wealth Partners, LLC | $969.8K | 21,996 | 0.06% | 10q | -43.0%-$732.3K |
| Private Advisor Group, LLC | $946.6K | 21,470 | 0.00% | 14q | +20.0%+$157.8K |
| STIFEL FINANCIAL CORP | $864.0K | 19,597 | 0.00% | 13q | +6.2%+$50.6K |
| Wealthfront Advisers LLC | $821.1K | 18,623 | 0.00% | 17q | -1.7%-$14.4K |
| TCFG Investment Advisors, LLC | $696.8K | 15,804 | 0.23% | 2q | +0.8%+$5.3K |
| HARBOUR INVESTMENTS, INC. | $659.4K | 14,955 | 0.01% | 21q | HELD |
| Stratos Wealth Partners, LTD. | $582.0K | 13,200 | 0.01% | 21q | -2.8%-$17.0K |
| JANE STREET GROUP, LLC | $543.7K | 12,332 | 0.00% | 2q | -67.5%-$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $534.8K | 12,129 | 0.00% | 4q | +72.5%+$224.7K |
| Integrated Wealth Concepts LLC | $428.3K | 9,712 | 0.00% | 4q | +77.0%+$186.3K |
| TRUIST FINANCIAL CORP | $418.0K | 9,481 | 0.00% | 13q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $395.9K | 8,979 | 0.00% | 23q | -6.7%-$28.6K |
| Proactive Wealth Strategies LLC | $345.1K | 7,827 | 0.06% | 2q | -5.7%-$21.0K |
| Parallel Advisors, LLC | $327.6K | 7,431 | 0.00% | 15q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $308.4K | 6,887 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $305.9K | 6,938 | 0.00% | 2q | -67.2%-$626.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $287.7K | 6,493 | 0.02% | 7q | -0.8%-$2.2K |
| WEALTH EFFECTS LLC | $283.2K | 6,422 | 0.08% | 19q | -7.7%-$23.8K |
| BECK CAPITAL MANAGEMENT, LLC | $282.4K | 6,406 | 0.05% | 3q | -2.3%-$6.8K |
| Camelot Portfolios, LLC | $268.1K | 6,081 | 0.19% | 4q | -1.1%-$2.9K |
| Summit Financial, LLC | $262.9K | 5,962 | 0.00% | 3q | -1.8%-$4.8K |
| &PARTNERS | $258.7K | 5,867 | 0.00% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $241.0K | 5,460 | 0.00% | 7q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $239.2K | 5,425 | 0.01% | 7q | HELD |
| Atlas Wealth LLC | $238.9K | 5,419 | 0.03% | 5q | HELD |
| J.W. COLE ADVISORS, INC. | $237.7K | 5,391 | 0.00% | new | NEW |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $220.7K | 5,005 | 0.02% | 3q | -12.1%-$30.3K |
| Perigon Wealth Management, LLC | $212.8K | 4,826 | 0.00% | new | NEW |
| StoneX Group Inc. | $201.8K | 4,631 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $167.8K | 3,805 | 0.00% | 10q | +348.7%+$130.4K |
| AMERIFLEX GROUP, INC. | $152.1K | 3,450 | 0.06% | 2q | +25.0%+$30.4K |
| Glassman Wealth Services | $139.3K | 3,159 | 0.02% | 18q | HELD |
| Allworth Financial LP | $133.0K | 3,016 | 0.00% | 15q | HELD |
| PRIVATE TRUST CO NA | $122.0K | 2,766 | 0.01% | 9q | HELD |
| JPMORGAN CHASE & CO | $121.1K | 2,743 | 0.00% | 14q | HELD |
| REAP Financial Group, LLC | $120.3K | 2,729 | 0.02% | 11q | -33.4%-$60.4K |
| POM Investment Strategies, LLC | $53.2K | 1,206 | 0.06% | 2q | +227.7%+$36.9K |
| BlackRock, Inc. | $39.1K | 886 | 0.00% | 7q | -11.4%-$5.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $27.7K | 628 | 0.00% | 5q | +61.4%+$10.5K |
| Allspring Global Investments Holdings, LLC | $22.7K | 507 | 0.00% | new | NEW |
| Tidemark, LLC | $20.9K | 473 | 0.00% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $17.7K | 402 | 0.00% | 25q | HELD |
| Farther Finance Advisors, LLC | $17.1K | 387 | 0.00% | 2q | -97.4%-$638.4K |
| Rockefeller Capital Management L.P. | $12.4K | 280 | 0.00% | 4q | HELD |
| FMR LLC | $9.2K | 209 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.5K | 125,287 | 0.01% | 25q | -0.8% |
| WEDBUSH SECURITIES INC | $551 | 12,500 | 0.01% | 3q | HELD |
| Janney Montgomery Scott LLC | $457 | 10,364 | 0.00% | 3q | -11.8% |
| PARK AVENUE SECURITIES LLC | $351 | 7,968 | 0.00% | 2q | HELD |
| FLOW TRADERS U.S. LLC | $238 | 5,393 | 0.01% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $50 | 1,145 | 0.01% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | $236.0M | 5,352,674 | 6 | 20 | 25 | 0.0% |
| Q1 2026 | 75 | $223.2M | 5,500,983 | 13 | 28 | 10 | 0.0% |
| Q4 2025 | 66 | $155.5M | 3,763,646 | 6 | 20 | 23 | 0.0% |
| Q3 2025 | 64 | $145.8M | 3,654,879 | 9 | 13 | 23 | 0.0% |
| Q2 2025 | 58 | $151.9M | 3,962,871 | 5 | 19 | 19 | 0.0% |
| Q1 2025 | 60 | $138.6M | 3,831,906 | 1 | 15 | 24 | 0.0% |
| Q4 2024 | 67 | $149.8M | 4,126,353 | 7 | 19 | 20 | 0.0% |
| Q3 2024 | 59 | $136.5M | 3,795,760 | 4 | 17 | 21 | 0.0% |
| Q2 2024 | 64 | $146.4M | 4,360,712 | 10 | 16 | 25 | 0.0% |
| Q1 2024 | 57 | $215.8M | 6,294,521 | 5 | 20 | 18 | 0.0% |
| Q4 2023 | 58 | $211.5M | 6,479,349 | 3 | 17 | 22 | 0.0% |
| Q3 2023 | 56 | $156.2M | 5,382,399 | 7 | 20 | 14 | 0.0% |
| Q2 2023 | 52 | $132.8M | 4,412,927 | 8 | 14 | 19 | 0.0% |
| Q1 2023 | 46 | $100.1M | 3,389,702 | 7 | 14 | 12 | 0.0% |
| Q4 2022 | 44 | $96.8M | 3,393,490 | 13 | 16 | 6 | 0.0% |
| Q3 2022 | 44 | $66.8M | 2,688,847 | 5 | 19 | 11 | 0.0% |
| Q2 2022 | 50 | $77.1M | 2,836,422 | 7 | 11 | 21 | 0.0% |
| Q1 2022 | 48 | $91.7M | 2,941,135 | 8 | 18 | 8 | 0.0% |
| Q4 2021 | 46 | $82.2M | 2,588,139 | 8 | 9 | 17 | 0.0% |
| Q3 2021 | 36 | $67.5M | 2,250,747 | 4 | 10 | 11 | 0.0% |
| Q2 2021 | 38 | $62.4M | 2,037,497 | 5 | 14 | 10 | 0.0% |
| Q1 2021 | 34 | $39.2M | 1,323,819 | 8 | 5 | 13 | 0.0% |
| Q4 2020 | 29 | $38.8M | 1,425,428 | 14 | 8 | 5 | 0.0% |
| Q3 2020 | 18 | $21.3M | 873,018 | 2 | 3 | 10 | 0.0% |
| Q2 2020 | 20 | $22.0M | 946,205 | 8 | 7 | 5 | 0.0% |
| Q1 2020 | 18 | $26.3M | 1,301,053 | 5 | 8 | 2 | 0.0% |
| Q4 2019 | 21 | $30.8M | 1,181,168 | 5 | 2 | 11 | 0.0% |
| Q3 2019 | 27 | $33.5M | 1,367,384 | 13 | 7 | 6 | 0.0% |
| Q2 2019 | 18 | $53.4M | 2,184,165 | 9 | 3 | 4 | 0.0% |
| Q1 2019 | 13 | $10.3M | 436,726 | 3 | 4 | 4 | 0.0% |
| Q4 2018 | 10 | $9.8M | 459,959 | 1 | 0 | 0 | 0.0% |