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First Trust DOW 30 EQL Wght (EDOW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares622,023 from 609,457
Change+12,566 (+2%)
Value$27.5M (+$672.2K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares205,972 from 244,102
Change-38,130 (-16%)
Value$9.1M (-$1.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares124,121 from 125,287
Change-1,166 (-1%)
Value$5.5M (-$28.0K)
Filed 2026-11-02
Ignite Planners, LLC
DECREASED
Shares93,982 from 94,330
Change-348 (0%)
Value$4.2M (+$2.5K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares73,494 from 77,225
Change-3,731 (-5%)
Value$3.3M (-$150.5K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares50,694 from 47,929
Change+2,765 (+6%)
Value$2.2M (+$131.5K)
Filed 2026-11-02
Gratus Wealth Advisors, LLC
UNCHANGED
Shares25,955 from 25,955
Change0 (0%)
Value$1.1M (+$4.9K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares24,574 from 24,123
Change+451 (+2%)
Value$1.1M (+$24.5K)
Filed 2026-10-15
D.A. Davidson & Co.
DECREASED
Shares22,495 from 23,345
Change-850 (-4%)
Value$996.1K (-$33.2K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares14,781 from 15,804
Change-1,023 (-6%)
Value$654.5K (-$42.3K)
Filed 2026-10-20
Wedbush Securities Inc
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$554.0K (+$3.0K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares9,351 from 9,481
Change-130 (-1%)
Value$414.1K (-$4.0K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares8,630 from 8,979
Change-349 (-4%)
Value$382.1K (-$13.8K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares8,037 from 7,968
Change+69 (+1%)
Value$356.0K (+$5.0K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares6,993 from 6,493
Change+500 (+8%)
Value$309.9K (+$22.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,587 from 6,887
Change-300 (-4%)
Value$295.2K (-$13.2K)
Filed 2026-10-13
Wealth Effects LLC
INCREASED
Shares6,424 from 6,422
Change+2 (+0%)
Value$284.4K (+$1.3K)
Filed 2026-10-23
Prospera Financial Services Inc
NEW
Shares5,783
Change+5,783
Value$266.4K
Filed 2026-11-04
Nations Financial Group Inc,
UNCHANGED
Shares5,425 from 5,425
Change0 (0%)
Value$240.2K (+$1.0K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares5,399 from 5,391
Change+8 (+0%)
Value$239.1K (+$1.4K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares5,169 from 7,431
Change-2,262 (-30%)
Value$228.9K (-$98.8K)
Filed 2026-11-03
Perigon Wealth Management, LLC
UNCHANGED
Shares4,826 from 4,826
Change0 (0%)
Value$213.7K (+$917)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$133.0K ($0)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares2,766 from 2,766
Change0 (0%)
Value$122.5K (+$525)
Filed 2026-10-20
Reap Financial Group, LLC
INCREASED
Shares2,738 from 2,729
Change+9 (+0%)
Value$121.2K (+$880)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,970
Change+1,970
Value$87.2K
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,227 from 1,145
Change+82 (+7%)
Value$44.0K (+$4)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$53.4K (+$229)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$22.5K (-$187)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares251 from 387
Change-136 (-35%)
Value$11.1K (-$5.9K)
Filed 2026-10-08
Russell Investments Group, Ltd.
NEW
Shares200
Change+200
Value$8.9K
Filed 2026-11-06
Financial Consulate, Inc
NEW
Shares100
Change+100
Value$4.4K
Filed 2026-10-23
StoneX Group Inc.
CLOSED
Shares0 from 4,631
Change-4,631 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 1,494,901
Change-1,494,901 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 648,710
Change-648,710 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 569,810
Change-569,810 (-100%)
Value—
UBS Group AG
N/A
Shares— from 212,804
Change-212,804 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 140,147
Change-140,147 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 131,091
Change-131,091 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 119,168
Change-119,168 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 113,295
Change-113,295 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 103,537
Change-103,537 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 87,502
Change-87,502 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 84,278
Change-84,278 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 65,057
Change-65,057 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 43,551
Change-43,551 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,900
Change-40,900 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 31,353
Change-31,353 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,499
Change-29,499 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 26,731
Change-26,731 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,775
Change-25,775 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 25,719
Change-25,719 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,037
Change-23,037 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,095
Change-22,095 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,996
Change-21,996 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,470
Change-21,470 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,597
Change-19,597 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 18,623
Change-18,623 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,955
Change-14,955 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,129
Change-12,129 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,364
Change-10,364 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,938
Change-6,938 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
&partners
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 5,419
Change-5,419 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,393
Change-5,393 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 280
Change-280 (-100%)
Value—
FMR LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Status
LPL Financial LLC
INCREASED622,023609,457+12,566+2%$26.9M$27.5M+$672.2K2026-11-06
Commonwealth Equity Services, LLC
DECREASED205,972244,102-38,130-16%$10.8M$9.1M-$1.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED124,121125,287-1,166-1%$5.5M$5.5M-$28.0K2026-11-02
Ignite Planners, LLC
DECREASED93,98294,330-3480%$4.2M$4.2M+$2.5K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED73,49477,225-3,731-5%$3.4M$3.3M-$150.5K2026-10-21
Kestra Advisory Services, LLC
INCREASED50,69447,929+2,765+6%$2.1M$2.2M+$131.5K2026-11-02
Gratus Wealth Advisors, LLC
UNCHANGED25,95525,95500%$1.1M$1.1M+$4.9K2026-10-26
Atria Investments, Inc
INCREASED24,57424,123+451+2%$1.1M$1.1M+$24.5K2026-10-15
D.A. Davidson & Co.
DECREASED22,49523,345-850-4%$1.0M$996.1K-$33.2K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED14,78115,804-1,023-6%$696.8K$654.5K-$42.3K2026-10-20
Wedbush Securities Inc
UNCHANGED12,50012,50000%$551.0K$554.0K+$3.0K2026-10-22
Truist Financial Corp
DECREASED9,3519,481-130-1%$418.0K$414.1K-$4.0K2026-10-30
Kestra Private Wealth Services, LLC
DECREASED8,6308,979-349-4%$395.9K$382.1K-$13.8K2026-11-06
Park Avenue Securities LLC
INCREASED8,0377,968+69+1%$351.0K$356.0K+$5.0K2026-10-26
International Assets Investment Management, LLC
INCREASED6,9936,493+500+8%$287.7K$309.9K+$22.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED6,5876,887-300-4%$308.4K$295.2K-$13.2K2026-10-13
Wealth Effects LLC
INCREASED6,4246,422+2+0%$283.2K$284.4K+$1.3K2026-10-23
Prospera Financial Services Inc
NEW5,783—+5,783——$266.4K—2026-11-04
Nations Financial Group Inc,
UNCHANGED5,4255,42500%$239.2K$240.2K+$1.0K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED5,3995,391+8+0%$237.7K$239.1K+$1.4K2026-11-05
Parallel Advisors, LLC
DECREASED5,1697,431-2,262-30%$327.6K$228.9K-$98.8K2026-11-03
Perigon Wealth Management, LLC
UNCHANGED4,8264,82600%$212.8K$213.7K+$9172026-10-22
Allworth Financial LP
UNCHANGED3,0163,01600%$133.0K$133.0K$02026-11-06
Private Trust Co NA
UNCHANGED2,7662,76600%$122.0K$122.5K+$5252026-10-20
Reap Financial Group, LLC
INCREASED2,7382,729+9+0%$120.3K$121.2K+$8802026-11-02
Ascentis Independent Advisors
NEW1,970—+1,970——$87.2K—2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED1,2271,145+82+7%$44.0K$44.0K+$42026-11-04
POM Investment Strategies, LLC
UNCHANGED1,2061,20600%$53.2K$53.4K+$2292026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED50750700%$22.7K$22.5K-$1872026-11-04
Farther Finance Advisors, LLC
DECREASED251387-136-35%$17.1K$11.1K-$5.9K2026-10-08
Russell Investments Group, Ltd.
NEW200—+200——$8.9K—2026-11-06
Financial Consulate, Inc
NEW100—+100——$4.4K—2026-10-23
StoneX Group Inc.
CLOSED04,631-4,631-100%$201.8K$0-$201.8K2026-11-03
Morgan Stanley
N/A—1,494,901-1,494,901-100%$65.9M———
Modern Wealth Management, LLC
N/A—648,710-648,710-100%$28.6M———
Vestmark Advisory Solutions, Inc.
N/A—569,810-569,810-100%$25.1M———
UBS Group AG
N/A—212,804-212,804-100%$9.4M———
Kirkwood Financial Services
N/A—140,147-140,147-100%$6.2M———
Envestnet Asset Management Inc
N/A—131,091-131,091-100%$5.8M———
UBS Asset Management Americas LLC
N/A—119,168-119,168-100%$5.3M———
Raymond James Financial Inc
N/A—113,295-113,295-100%$5.0M———
Goldman Sachs Group Inc
N/A—103,537-103,537-100%$4.6M———
Cetera Investment Advisers
N/A—87,502-87,502-100%$3.9M———
Guardian Wealth Advisors, LLC / NC
N/A—84,278-84,278-100%$3.7M———
Kovack Advisors, Inc.
N/A—65,057-65,057-100%$2.9M———
Ameritas Advisory Services, LLC
N/A—43,551-43,551-100%$1.9M———
Osaic Holdings, Inc.
N/A—40,900-40,900-100%$1.8M———
Harvest Investment Services, LLC
N/A—31,353-31,353-100%$1.4M———
Sanctuary Advisors, LLC
N/A—29,499-29,499-100%$1.3M———
Bank of America Corp
N/A—26,731-26,731-100%$1.2M———
MML Investors Services, LLC
N/A—25,775-25,775-100%$1.1M———
Regatta Research & Money Management
N/A—25,719-25,719-100%$1.1M———
NewEdge Advisors, LLC
N/A—23,037-23,037-100%$1.0M———
Royal Bank of Canada
N/A—22,095-22,095-100%$975.0K———
Gateway Wealth Partners, LLC
N/A—21,996-21,996-100%$969.8K———
Private Advisor Group, LLC
N/A—21,470-21,470-100%$946.6K———
Stifel Financial Corp
N/A—19,597-19,597-100%$864.0K———
Wealthfront Advisers LLC
N/A—18,623-18,623-100%$821.1K———
Harbour Investments, Inc.
N/A—14,955-14,955-100%$659.4K———
Stratos Wealth Partners, Ltd.
N/A—13,200-13,200-100%$582.0K———
Jane Street Group, LLC
N/A—12,332-12,332-100%$543.7K———
Susquehanna International Group, LLP
N/A—12,129-12,129-100%$534.8K———
Janney Montgomery Scott LLC
N/A—10,364-10,364-100%$457.0K———
Proactive Wealth Strategies LLC
N/A—7,827-7,827-100%$345.1K———
Citadel Advisors LLC
N/A—6,938-6,938-100%$305.9K———
Beck Capital Management, LLC
N/A—6,406-6,406-100%$282.4K———
Camelot Portfolios, LLC
N/A—6,081-6,081-100%$268.1K———
Summit Financial, LLC
N/A—5,962-5,962-100%$262.9K———
&partners
N/A—5,867-5,867-100%$258.7K———
Great Valley Advisor Group, Inc.
N/A—5,460-5,460-100%$241.0K———
Atlas Wealth LLC
N/A—5,419-5,419-100%$238.9K———
Integrated Wealth Concepts LLC
N/A—5,401-5,401-100%$238.1K———
Flow Traders U.S. LLC
N/A—5,393-5,393-100%$238.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,005-5,005-100%$220.7K———
Northwestern Mutual Wealth Management Co
N/A—3,805-3,805-100%$167.8K———
Ameriflex Group, Inc.
N/A—3,450-3,450-100%$152.1K———
Glassman Wealth Services
N/A—3,159-3,159-100%$139.3K———
JPMorgan Chase & Co
N/A—2,743-2,743-100%$121.1K———
BlackRock, Inc.
N/A—886-886-100%$39.1K———
O'shaughnessy Asset Management, LLC
N/A—628-628-100%$27.7K———
Tidemark, LLC
N/A—473-473-100%$20.9K———
Steward Partners Investment Advisory, LLC
N/A—402-402-100%$17.7K———
Rockefeller Capital Management L.P.
N/A—280-280-100%$12.4K———
FMR LLC
N/A—209-209-100%$9.2K———
Showing 84 of 84 institutions