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 | Reduced | 1,494,901 | 65,910 | 0.0% | 0.0% | 1 | -31,779 | -2.08% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | New | 648,710 | 28,601 | 0.34% | — | 2 | +648,710 | New | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 609,457 | 26,870 | 0.01% | 0.01% | 3 | -604,520 | -49.8% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 569,810 | 25,122 | 0.24% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 244,102 | 10,762 | 0.01% | 0.01% | 5 | +40,088 | 19.65% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 212,804 | 9,382 | 0.0% | 0.0% | 6 | -16,268 | -7.1% | Q2 2026 | Aug 13, 2026 |
| Kirkwood Financial Services | History | New | 140,147 | 6,173 | 1.76% | 3.38% | 7 | +140,147 | New | Q2 2026 | Aug 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 131,091 | 5,779 | 0.0% | 0.0% | 8 | +7,825 | 6.35% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 119,168 | 5,254 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 113,295 | 4,995 | 0.0% | 0.0% | 10 | -8,137 | -6.7% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 103,537 | 4,564 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Added to | 94,330 | 4,159 | 0.57% | 0.59% | 12 | +54 | 0.06% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | Added to | 87,502 | 3,857 | 0.0% | 0.0% | 13 | +5,227 | 6.35% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 84,278 | 3,715 | 0.21% | 0.21% | 14 | +750 | 0.9% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 77,225 | 3,404 | 0.06% | 0.06% | 15 | +5,186 | 7.2% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 65,057 | 2,882 | 0.14% | 0.14% | 16 | +1 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 47,929 | 2,113 | 0.01% | 0.01% | 17 | -887 | -1.82% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 43,551 | 1,920 | 0.04% | 0.06% | 18 | +3,120 | 7.72% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,900 | 1,803 | 0.0% | 0.0% | 19 | -16,944 | -29.29% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 31,353 | 1,382 | 0.21% | 0.23% | 20 | +876 | 2.87% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 29,499 | 1,300 | 0.01% | 0.0% | 21 | +6,825 | 30.1% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,731 | 1,178 | 0.0% | 0.0% | 22 | +400 | 1.52% | Q2 2026 | Aug 14, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 25,955 | 1,144 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 25,775 | 1,136 | 0.0% | 0.0% | 24 | +2,372 | 10.14% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | New | 25,719 | 1,133 | 1.07% | — | 25 | +25,719 | New | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Reduced | 24,123 | 1,063 | 0.01% | 0.01% | 26 | -1,860 | -7.16% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 23,345 | 1,029 | 0.01% | 0.01% | 27 | -635 | -2.65% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,037 | 1,015 | 0.0% | 0.0% | 28 | -1,515 | -6.17% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 22,095 | 975 | 0.0% | 0.0% | 29 | +10,083 | 83.94% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 21,996 | 969 | 0.06% | 0.06% | 30 | -16,610 | -43.02% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,470 | 946 | 0.0% | 0.0% | 31 | +3,578 | 20.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,597 | 864 | 0.0% | 0.0% | 32 | +1,148 | 6.22% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 18,623 | 821 | 0.0% | 0.0% | 33 | -326 | -1.72% | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 15,804 | 696 | 0.23% | 0.24% | 34 | +121 | 0.77% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,955 | 659 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 15,683 | 636 | 0.24% | 0.24% | 36 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,200 | 581 | 0.01% | 0.01% | 37 | -386 | -2.84% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,500 | 551 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,332 | 543 | 0.0% | 0.0% | 39 | -25,659 | -67.54% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,129 | 534 | 0.0% | 0.0% | 40 | +5,096 | 72.46% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,364 | 457 | 0.0% | 0.0% | 41 | -1,392 | -11.84% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,481 | 418 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,979 | 395 | 0.0% | 0.0% | 43 | -649 | -6.74% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,968 | 351 | 0.0% | 0.0% | 44 | -39 | -0.49% | Q2 2026 | Jul 20, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 7,827 | 345 | 0.06% | 0.06% | 45 | -477 | -5.74% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 7,431 | 327 | 0.0% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,887 | 308 | 0.0% | 0.0% | 47 | +1 | 0.01% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,938 | 305 | 0.0% | 0.0% | 48 | -14,210 | -67.19% | Q2 2026 | Sep 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,493 | 287 | 0.02% | 0.02% | 49 | -50 | -0.76% | Q2 2026 | Jul 22, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 6,422 | 283 | 0.08% | 0.1% | 50 | -539 | -7.74% | Q2 2026 | Aug 06, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 6,406 | 282 | 0.05% | 0.06% | 51 | -154 | -2.35% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 6,081 | 268 | 0.19% | 0.18% | 52 | -66 | -1.07% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | Reduced | 5,962 | 262 | 0.0% | 0.0% | 53 | -109 | -1.8% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | New | 5,867 | 258 | 0.0% | — | 54 | +5,867 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,460 | 241 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,425 | 239 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,393 | 238 | 0.01% | — | 59 | +5,393 | New | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,401 | 238 | 0.0% | 0.0% | 57 | -86 | -1.57% | Q2 2026 | Sep 08, 2026 |
| Atlas Wealth LLC | History | No change | 5,419 | 238 | 0.03% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,391 | 237 | 0.0% | — | 60 | +5,391 | New | Q2 2026 | Jul 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,005 | 220 | 0.02% | 0.03% | 61 | -688 | -12.09% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | New | 4,826 | 212 | 0.0% | — | 62 | +4,826 | New | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | New | 4,631 | 201 | 0.01% | — | 63 | +4,631 | New | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,805 | 167 | 0.0% | 0.0% | 64 | +2,957 | 348.7% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 3,450 | 152 | 0.06% | 0.06% | 65 | +690 | 25.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 3,159 | 139 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 3,016 | 132 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,743 | 121 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,766 | 121 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,729 | 120 | 0.02% | 0.03% | 70 | -1,369 | -33.41% | Q2 2026 | Aug 04, 2026 |
| POM Investment Strategies, LLC | History | Added to | 1,206 | 53 | 0.06% | 0.02% | 71 | +838 | 227.72% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,145 | 50 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | Reduced | 886 | 39 | 0.0% | 0.0% | 73 | -114 | -11.4% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 628 | 27 | 0.0% | 0.0% | 74 | +239 | 61.44% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 507 | 22 | 0.0% | — | 75 | +507 | New | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 473 | 20 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 387 | 17 | 0.0% | 0.01% | 78 | -14,479 | -97.4% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 402 | 17 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 280 | 12 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 209 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.08% | — | -175,084 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -126,338 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,408 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,367 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,045 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,412 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q2 2026 | Jul 27, 2026 |