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 | No change | 1,494,901 | 65,910 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 648,710 | 28,601 | 0.34% | 0.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 609,457 | 26,870 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 569,810 | 25,122 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 212,804 | 9,382 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 205,972 | 9,120 | 0.01% | 0.01% | 6 | -38,130 | -15.62% | Q3 2026 | Nov 02, 2026 |
| Kirkwood Financial Services | History | No change | 140,147 | 6,173 | 1.76% | 1.76% | 7 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 131,091 | 5,779 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 124,121 | 5,496 | 0.01% | — | 9 | +124,121 | New | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 119,168 | 5,254 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 113,295 | 4,995 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 103,537 | 4,564 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 93,982 | 4,161 | 0.54% | 0.57% | 13 | -348 | -0.37% | Q3 2026 | Oct 14, 2026 |
| Cetera Investment Advisers | History | No change | 87,502 | 3,857 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 84,278 | 3,715 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 73,494 | 3,254 | 0.06% | 0.06% | 16 | -3,731 | -4.83% | Q3 2026 | Oct 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 65,057 | 2,882 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,694 | 2,244 | 0.01% | 0.01% | 18 | +2,765 | 5.77% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 43,551 | 1,920 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 40,900 | 1,803 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 31,353 | 1,382 | 0.21% | 0.21% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 29,499 | 1,300 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 26,731 | 1,178 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 25,955 | 1,149 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 25,775 | 1,136 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | No change | 25,719 | 1,133 | 1.07% | 1.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 24,574 | 1,088 | 0.01% | 0.01% | 27 | +451 | 1.87% | Q3 2026 | Oct 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,037 | 1,015 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,495 | 996 | 0.01% | 0.01% | 29 | -850 | -3.64% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,095 | 975 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 21,996 | 969 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 21,470 | 946 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,597 | 864 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 18,623 | 821 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,955 | 659 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 14,781 | 654 | 0.22% | 0.23% | 36 | -1,023 | -6.47% | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,200 | 581 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,500 | 554 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,332 | 543 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,129 | 534 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,364 | 457 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,351 | 414 | 0.0% | 0.0% | 42 | -130 | -1.37% | Q3 2026 | Oct 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,630 | 382 | 0.0% | 0.0% | 43 | -349 | -3.89% | Q3 2026 | Oct 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,037 | 356 | 0.0% | 0.0% | 44 | +69 | 0.87% | Q3 2026 | Oct 26, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 7,827 | 345 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,993 | 309 | 0.02% | 0.02% | 46 | +500 | 7.7% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,938 | 305 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,587 | 295 | 0.0% | 0.0% | 48 | -300 | -4.36% | Q3 2026 | Oct 13, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 6,424 | 284 | 0.08% | 0.08% | 49 | +2 | 0.03% | Q3 2026 | Oct 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 6,406 | 282 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 6,081 | 268 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | New | 5,783 | 266 | 0.0% | — | 52 | +5,783 | New | Q3 2026 | Nov 04, 2026 |
| Summit Financial, LLC | History | No change | 5,962 | 262 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 5,867 | 258 | 0.0% | 0.0% | 54 | 0 | 0.0% | 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 | No change | 5,393 | 238 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,401 | 238 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Atlas Wealth LLC | History | No change | 5,419 | 238 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,391 | 237 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,169 | 228 | 0.0% | 0.0% | 61 | -2,262 | -30.44% | Q3 2026 | Nov 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,005 | 220 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,826 | 213 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,805 | 167 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,450 | 152 | 0.06% | 0.06% | 65 | 0 | 0.0% | 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 |
| PRIVATE TRUST CO NA | History | No change | 2,766 | 122 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,738 | 121 | 0.02% | 0.02% | 70 | +9 | 0.33% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,743 | 121 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 1,970 | 87 | 0.01% | — | 71 | +1,970 | New | Q3 2026 | Nov 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,227 | 54 | 0.01% | 0.01% | 72 | +82 | 7.16% | Q3 2026 | Nov 04, 2026 |
| POM Investment Strategies, LLC | History | No change | 1,206 | 53 | 0.04% | 0.06% | 73 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BlackRock, Inc. | History | No change | 886 | 39 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 628 | 27 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 507 | 22 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tidemark, LLC | History | No change | 473 | 20 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 402 | 17 | 0.0% | 0.0% | 78 | 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 |
| Farther Finance Advisors, LLC | History | Reduced | 251 | 11 | 0.0% | 0.0% | 80 | -136 | -35.14% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 209 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 100 | 4 | 0.0% | — | 82 | +100 | New | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,631 | -100.0% | Q3 2026 | Nov 03, 2026 |