FIRST TRUST DOW 30 EQL WGHT (EDOW) Institutional Shareholders
FIRST TRUST DOW 30 EQL WGHT (EDOW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $227.02M in EDOW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EDOW tracked by InsiderSet, reporting ownership valued at approximately $61.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.24M, representing an estimated gain of +11.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed EDOW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Vestmark Advisory Solutions, Inc., and several other long-term asset managers with concentrated positions in FIRST TRUST DOW 30 EQL WGHT (EDOW).
This page ranks the largest institutional EDOW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$227.02M
Largest Holder
Morgan Stanley
Largest Position
$61.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,526,680 | $61,938,534 | $69,235,243 | +$7,296,709 | +11.78% | |
| Lpl Financial Llc | 0.01% | 1,213,977 | $49,251,898 | $55,054,100 | +$5,802,202 | +11.78% | |
| Vestmark Advisory Solutions, Inc. | 0.26% | 569,810 | $23,117,590 | $25,840,997 | +$2,723,407 | +11.78% | |
| Commonwealth Equity Services, Llc | 0.01% | 244,102 | $10,762,469 | $11,070,075 | +$307,606 | +2.86% | |
| Ubs Group Ag | 0.00% | 229,072 | $9,293,680 | $10,388,461 | +$1,094,781 | +11.78% | |
| Independent Advisor Alliance | 0.08% | 175,084 | $7,103,289 | $7,940,094 | +$836,805 | +11.78% | |
| Envestnet Asset Management Inc | 0.00% | 123,266 | $5,000,997 | $5,590,138 | +$589,141 | +11.78% | |
| Raymond James Financial Inc | 0.00% | 121,432 | $4,926,561 | $5,506,965 | +$580,404 | +11.78% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 119,168 | $4,834,765 | $5,404,293 | +$569,528 | +11.78% | |
| Goldman Sachs Group Inc | 0.00% | 103,537 | $4,200,569 | $4,695,424 | +$494,855 | +11.78% | |
| Ignite Planners, Llc | 0.57% | 94,330 | $4,159,016 | $4,277,884 | +$118,868 | +2.86% | |
| Wealthcare Advisory Partners Llc | 0.06% | 77,225 | $3,404,840 | $3,502,169 | +$97,329 | +2.86% | |
| Guardian Wealth Advisors, Llc / Nc | 0.22% | 83,528 | $3,388,789 | $3,788,012 | +$399,223 | +11.78% | |
| Cetera Investment Advisers | 0.00% | 82,275 | $3,337,959 | $3,731,188 | +$393,229 | +11.78% | |
| Kovack Advisors, Inc. | 0.14% | 65,057 | $2,882,526 | $2,950,348 | +$67,822 | +2.35% | |
| Osaic Holdings, Inc. | 0.00% | 57,844 | $2,346,963 | $2,623,237 | +$276,274 | +11.77% | |
| Kestra Advisory Services, Llc | 0.01% | 47,929 | $2,113,201 | $2,173,590 | +$60,389 | +2.86% | |
| Ameritas Advisory Services, Llc | 0.06% | 40,431 | $1,640,321 | $1,833,554 | +$193,233 | +11.78% | |
| Gateway Wealth Partners, Llc | 0.06% | 38,606 | $1,566,290 | $1,750,790 | +$184,500 | +11.78% | |
| Jane Street Group, Llc | 0.00% | 37,991 | $1,541,321 | $1,722,899 | +$181,578 | +11.78% | |
| Harvest Investment Services, Llc | 0.23% | 30,477 | $1,236,473 | $1,382,138 | +$145,665 | +11.78% | |
| Gratus Wealth Advisors, Llc | 0.15% | 25,955 | $1,144,356 | $1,177,064 | +$32,708 | +2.86% | |
| Bank Of America Corp | 0.00% | 26,331 | $1,068,254 | $1,194,116 | +$125,862 | +11.78% | |
| Atria Investments, Inc | 0.01% | 24,123 | $1,063,600 | $1,093,983 | +$30,383 | +2.86% | |
| D.A. Davidson & Co. | 0.01% | 23,345 | $1,029,322 | $1,058,700 | +$29,378 | +2.85% | |
| Mml Investors Services, Llc | 0.00% | 23,403 | $949,471 | $1,061,331 | +$111,860 | +11.78% | |
| Private Advisor Group, Llc | 0.00% | 21,470 | $946,613 | $973,669 | +$27,056 | +2.86% | |
| Sanctuary Advisors, Llc | 0.00% | 22,674 | $919,884 | $1,028,270 | +$108,386 | +11.78% | |
| Citadel Advisors Llc | 0.00% | 21,148 | $857,989 | $959,066 | +$101,077 | +11.78% | |
| Wealthfront Advisers Llc | 0.00% | 18,949 | $768,774 | $859,341 | +$90,567 | +11.78% | |
| Stifel Financial Corp | 0.00% | 18,449 | $748,490 | $836,666 | +$88,176 | +11.78% | |
| Tcfg Investment Advisors, Llc | 0.23% | 15,804 | $696,798 | $716,715 | +$19,917 | +2.86% | |
| Tcfg Wealth Management, Llc | 0.24% | 15,683 | $636,270 | $711,227 | +$74,957 | +11.78% | |
| Harbour Investments, Inc. | 0.01% | 14,955 | $606,735 | $678,212 | +$71,477 | +11.78% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 13,586 | $551,206 | $616,128 | +$64,922 | +11.78% | |
| Royal Bank Of Canada | 0.00% | 12,012 | $488,000 | $544,747 | +$56,747 | +11.63% | |
| Truist Financial Corp | 0.00% | 9,481 | $418,017 | $429,965 | +$11,948 | +2.86% | |
| Kestra Private Wealth Services, Llc | 0.00% | 8,979 | $395,872 | $407,199 | +$11,327 | +2.86% | |
| Proactive Wealth Strategies Llc | 0.06% | 8,304 | $336,888 | $376,588 | +$39,700 | +11.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 6,887 | $308,440 | $312,327 | +$3,887 | +1.26% | |
| Parallel Advisors, Llc | 0.01% | 7,431 | $301,481 | $336,997 | +$35,516 | +11.78% | |
| International Assets Investment Management, Llc | 0.02% | 6,493 | $287,690 | $294,459 | +$6,769 | +2.35% | |
| Susquehanna International Group, Llp | 0.00% | 7,033 | $285,334 | $318,948 | +$33,614 | +11.78% | |
| Wealth Effects Llc | 0.10% | 6,961 | $282,405 | $315,683 | +$33,278 | +11.78% | |
| Camelot Portfolios, Llc | 0.19% | 6,081 | $268,111 | $275,775 | +$7,664 | +2.86% | |
| Beck Capital Management, Llc | 0.06% | 6,560 | $266,138 | $297,497 | +$31,359 | +11.78% | |
| Summit Financial, Llc | 0.00% | 6,071 | $246,322 | $275,321 | +$28,999 | +11.77% | |
| Nations Financial Group Inc | 0.01% | 5,425 | $239,188 | $246,025 | +$6,837 | +2.86% | |
| Atlas Wealth Llc | 0.03% | 5,419 | $238,924 | $245,753 | +$6,829 | +2.86% | |
| J.W. Cole Advisors, Inc. | 0.00% | 5,391 | $237,693 | $244,483 | +$6,790 | +2.86% |
Frequently asked questions about EDOW
Who owns the most EDOW stock?
The largest holders of EDOW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST DOW 30 EQL WGHT (EDOW).
Is EDOW widely held by superinvestors?
Many widely followed stocks like EDOW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EDOW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.