FIRST TRUST EXCHANGE-TRADED FUND - EDOW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,526,680 | 61,938 | 0.0% | 0.0% | 1 | +751,422 | 96.93% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,213,977 | 49,251 | 0.01% | 0.01% | 2 | +122,330 | 11.21% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 569,810 | 23,117 | 0.26% | 0.15% | 3 | +306,581 | 116.47% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 229,072 | 9,293 | 0.0% | 0.0% | 4 | +228,910 | 141302.47% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 204,014 | 8,276 | 0.01% | 0.01% | 5 | +2,479 | 1.23% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 175,084 | 7,103 | 0.08% | — | 6 | +175,084 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 126,338 | 5,126 | 0.01% | 0.01% | 7 | +48,539 | 62.39% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 123,266 | 5,000 | 0.0% | 0.0% | 8 | +59,455 | 93.17% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 121,432 | 4,926 | 0.0% | 0.0% | 9 | -33,896 | -21.82% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 119,168 | 4,834 | 0.0% | — | 10 | +119,168 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 103,537 | 4,200 | 0.0% | 0.0% | 11 | +75,499 | 269.27% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 94,276 | 3,824 | 0.59% | 0.61% | 12 | +59 | 0.06% | Q1 2026 | Apr 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 83,528 | 3,388 | 0.21% | 0.21% | 13 | -197 | -0.24% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 82,275 | 3,337 | 0.0% | 0.0% | 14 | +26,125 | 46.53% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 72,039 | 2,922 | 0.06% | 0.06% | 15 | +194 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 65,056 | 2,635 | 0.14% | 0.12% | 16 | -53 | -0.08% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,844 | 2,346 | 0.0% | 0.0% | 17 | -10,485 | -15.34% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,816 | 1,980 | 0.01% | 0.01% | 18 | +5,509 | 12.72% | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 40,431 | 1,640 | 0.06% | 0.06% | 19 | +3 | 0.01% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 38,606 | 1,566 | 0.06% | 0.04% | 20 | +29,180 | 309.57% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,991 | 1,541 | 0.0% | — | 21 | +37,991 | New | Q1 2026 | May 12, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 30,477 | 1,236 | 0.23% | 0.24% | 22 | -965 | -3.07% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,331 | 1,068 | 0.0% | 0.0% | 23 | +197 | 0.75% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 25,983 | 1,054 | 0.01% | 0.01% | 24 | +14,101 | 118.68% | Q1 2026 | May 05, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 25,955 | 1,053 | 0.15% | 0.15% | 25 | -293 | -1.12% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 24,552 | 996 | 0.0% | 0.03% | 26 | -186,383 | -88.36% | Q1 2026 | Jun 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 23,980 | 972 | 0.01% | 0.01% | 27 | +227 | 0.96% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,403 | 949 | 0.0% | 0.0% | 28 | +7,967 | 51.61% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,674 | 919 | 0.0% | 0.0% | 29 | +1,080 | 5.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,148 | 857 | 0.0% | — | 30 | +21,148 | New | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 18,949 | 768 | 0.0% | 0.0% | 31 | +2,265 | 13.58% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,449 | 748 | 0.0% | 0.0% | 32 | +4,039 | 28.03% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,892 | 725 | 0.0% | 0.0% | 33 | +1,890 | 11.81% | Q1 2026 | Apr 24, 2026 |
| TCFG Investment Advisors, LLC | History | New | 15,683 | 636 | 0.24% | — | 35 | +15,683 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 15,683 | 636 | 0.24% | 0.25% | 34 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,955 | 606 | 0.01% | 0.01% | 36 | +2,307 | 18.24% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 14,866 | 602 | 0.01% | — | 37 | +14,866 | New | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,586 | 551 | 0.01% | 0.01% | 38 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,500 | 507 | 0.01% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,012 | 488 | 0.0% | 0.0% | 40 | +4,921 | 69.4% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,756 | 477 | 0.0% | 0.0% | 41 | +5,813 | 97.81% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,628 | 390 | 0.0% | 0.01% | 42 | -477 | -4.72% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,481 | 384 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Proactive Wealth Strategies LLC | History | New | 8,304 | 336 | 0.06% | — | 44 | +8,304 | New | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 8,007 | 325 | 0.0% | — | 45 | +8,007 | New | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,431 | 301 | 0.01% | 0.0% | 46 | +4,857 | 188.69% | Q1 2026 | Jun 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,033 | 285 | 0.0% | 0.0% | 47 | -29,574 | -80.79% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 6,961 | 282 | 0.1% | 0.09% | 48 | +3 | 0.04% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,886 | 279 | 0.0% | 0.0% | 49 | -1,577 | -18.63% | Q1 2026 | Apr 08, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 6,560 | 266 | 0.06% | 0.06% | 50 | +882 | 15.53% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,543 | 265 | 0.02% | 0.02% | 51 | -31 | -0.47% | Q1 2026 | May 01, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 6,147 | 249 | 0.18% | 0.16% | 52 | -27 | -0.44% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Reduced | 6,071 | 246 | 0.0% | 0.0% | 53 | -43 | -0.7% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,693 | 230 | 0.03% | 0.03% | 54 | +215 | 3.92% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,487 | 222 | 0.0% | 0.0% | 55 | +140 | 2.62% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,460 | 222 | 0.0% | 0.0% | 56 | -84 | -1.52% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,425 | 220 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | No change | 5,408 | 219 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlas Wealth LLC | History | No change | 5,419 | 219 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,367 | 217 | 0.0% | — | 60 | +5,367 | New | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 5,045 | 204 | 0.04% | — | 61 | +5,045 | New | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,000 | 202 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | Added to | 4,098 | 166 | 0.03% | 0.03% | 63 | +13 | 0.32% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | No change | 3,159 | 128 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | No change | 3,016 | 122 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,766 | 112 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 2,760 | 111 | 0.06% | — | 67 | +2,760 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,743 | 109 | 0.0% | 0.0% | 68 | +1,128 | 69.85% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 2,412 | 99 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 2,412 | 97 | 0.01% | — | 70 | +2,412 | New | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,145 | 46 | 0.01% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,000 | 40 | 0.0% | — | 73 | +1,000 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 1,000 | 40 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 848 | 34 | 0.0% | 0.0% | 74 | +22 | 2.66% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 644 | 26 | 0.0% | — | 75 | +644 | New | Q1 2026 | May 19, 2026 |
| Tidemark, LLC | History | No change | 473 | 19 | 0.0% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 450 | 18 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 402 | 16 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 389 | 15 | 0.0% | 0.0% | 79 | +51 | 15.09% | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | New | 368 | 14 | 0.02% | — | 80 | +368 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 280 | 11 | 0.0% | 0.0% | 81 | -1,350 | -82.82% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 209 | 8 | 0.0% | 0.0% | 82 | +2 | 0.97% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 56 | 2 | 0.0% | — | 83 | +56 | New | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,316 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,558 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,973 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,234 | -100.0% | Q1 2026 | May 20, 2026 |