FIRST TRUST EXCHANGE-TRADED FUND - EDOW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,091,647 | 45,085 | 0.01% | 0.01% | 1 | +10,950 | 1.01% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 775,258 | 32,018 | 0.0% | 0.0% | 2 | -13,895 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 263,229 | 10,871 | 0.15% | 0.21% | 3 | -6,799 | -2.52% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 210,935 | 8,711 | 0.03% | 0.04% | 4 | +10,636 | 5.31% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 201,535 | 8,323 | 0.01% | 0.01% | 5 | -5,619 | -2.71% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 155,328 | 6,415 | 0.0% | 0.0% | 6 | +52,972 | 51.75% | Q4 2025 | Feb 18, 2026 |
| Ignite Planners, LLC | History | Added to | 94,217 | 3,987 | 0.61% | 0.59% | 7 | +3,577 | 3.95% | Q4 2025 | Feb 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 83,725 | 3,457 | 0.21% | 0.22% | 8 | -1,099 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,799 | 3,213 | 0.01% | 0.01% | 9 | +531 | 0.69% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 71,845 | 2,967 | 0.06% | 0.06% | 10 | +1,532 | 2.18% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,329 | 2,822 | 0.0% | 0.01% | 11 | -87,354 | -56.11% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 65,109 | 2,689 | 0.12% | 0.24% | 12 | +299 | 0.46% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 63,811 | 2,635 | 0.0% | 0.0% | 13 | +8,404 | 15.17% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 56,150 | 2,319 | 0.0% | 0.0% | 14 | -1,755 | -3.03% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 43,307 | 1,788 | 0.01% | 0.01% | 15 | +748 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 40,428 | 1,669 | 0.06% | 0.12% | 16 | -7,092 | -14.92% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,607 | 1,511 | 0.0% | 0.0% | 17 | +4,476 | 13.93% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | New | 31,442 | 1,298 | 0.24% | — | 18 | +31,442 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,038 | 1,157 | 0.0% | 0.0% | 19 | -7,836 | -21.84% | Q4 2025 | Mar 25, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 26,248 | 1,084 | 0.15% | 0.22% | 20 | -13,582 | -34.1% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 26,134 | 1,079 | 0.0% | 0.0% | 21 | -4,933 | -15.88% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 23,753 | 981 | 0.01% | 0.01% | 22 | -308 | -1.28% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,594 | 891 | 0.0% | 0.0% | 23 | +1,681 | 8.44% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | No change | 17,316 | 715 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 16,684 | 689 | 0.0% | 0.0% | 25 | -1,293 | -7.19% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,002 | 660 | 0.0% | 0.0% | 26 | +2,795 | 21.16% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 15,683 | 647 | 0.25% | 0.25% | 27 | -263 | -1.65% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,436 | 637 | 0.0% | 0.0% | 28 | +460 | 3.07% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,410 | 595 | 0.0% | 0.0% | 29 | +2,832 | 24.46% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,585 | 561 | 0.01% | 0.01% | 30 | +500 | 3.82% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,648 | 522 | 0.01% | 0.01% | 31 | +4,467 | 54.6% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | New | 12,500 | 516 | 0.02% | — | 32 | +12,500 | New | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 11,882 | 490 | 0.01% | 0.01% | 33 | +134 | 1.14% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,105 | 417 | 0.01% | 0.01% | 34 | +101 | 1.01% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,481 | 391 | 0.0% | 0.0% | 35 | -20 | -0.21% | Q4 2025 | Feb 02, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 9,426 | 389 | 0.04% | 0.05% | 36 | -600 | -5.98% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,463 | 356 | 0.0% | 0.0% | 37 | +2,243 | 36.06% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,091 | 293 | 0.0% | — | 38 | +7,091 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 6,958 | 287 | 0.09% | 0.09% | 39 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,574 | 271 | 0.02% | 0.02% | 40 | +31 | 0.47% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Reduced | 6,558 | 270 | 0.01% | 0.01% | 41 | -690 | -9.52% | Q4 2025 | Feb 12, 2026 |
| Camelot Portfolios, LLC | History | Added to | 6,174 | 254 | 0.16% | 0.12% | 42 | +980 | 18.87% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | New | 6,114 | 252 | 0.0% | — | 43 | +6,114 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,973 | 246 | 0.01% | 0.0% | 44 | -203 | -3.29% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | New | 5,943 | 245 | 0.0% | — | 45 | +5,943 | New | Q4 2025 | Feb 11, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 5,678 | 234 | 0.06% | — | 46 | +5,678 | New | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,544 | 229 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 5,478 | 226 | 0.03% | — | 48 | +5,478 | New | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,425 | 224 | 0.01% | 0.01% | 49 | -100 | -1.81% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 5,408 | 223 | 0.01% | 0.01% | 50 | -5,428 | -50.09% | Q4 2025 | Jan 30, 2026 |
| Atlas Wealth LLC | History | No change | 5,419 | 223 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,347 | 220 | 0.0% | 0.0% | 52 | +235 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 5,234 | 216 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 5,000 | 206 | 0.0% | — | 54 | +5,000 | New | Q4 2025 | Jan 21, 2026 |
| REAP Financial Group, LLC | History | Reduced | 4,085 | 168 | 0.03% | 0.05% | 55 | -1,271 | -23.73% | Q4 2025 | Feb 10, 2026 |
| Glassman Wealth Services | History | No change | 3,159 | 130 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 3,016 | 124 | 0.0% | — | 57 | +3,016 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,766 | 114 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,574 | 106 | 0.0% | 0.0% | 59 | +1,180 | 84.65% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 2,412 | 99 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,630 | 67 | 0.0% | 0.0% | 61 | +1,351 | 484.23% | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,615 | 66 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,145 | 47 | 0.02% | 0.01% | 63 | +750 | 189.87% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | No change | 1,000 | 41 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 826 | 34 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tidemark, LLC | History | No change | 473 | 19 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 450 | 18 | 0.0% | — | 67 | +450 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 402 | 16 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 338 | 13 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | No change | 207 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 162 | 6 | 0.0% | 0.0% | 71 | -28,532 | -99.44% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,523 | -100.0% | Q3 2025 | Nov 14, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,428 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,342 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,022 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 12, 2025 |