Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / Exchange Traded Securities
-
Number of holders
-
71
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Total 13F shares, excl. options
-
4.51M
-
Shares change
-
+402K
-
Total reported value, excl. options
-
$164M
-
Value change
-
+$14.6M
-
Number of buys
-
38
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Number of sells
-
-24
-
Price
-
$36.27
Significant Holders of FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) as of Q4 2024
74 filings reported holding EDOW - FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities as of Q4 2024.
FIRST TRUST EXCHANGE TRADED FUND - Exchange Traded Securities (EDOW) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.51M shares
.
Largest 10 shareholders include LPL Financial LLC (1.15M shares), MORGAN STANLEY (817K shares), Vestmark Advisory Solutions, Inc. (341K shares), POM Investment Strategies, LLC (225K shares), Cambridge Investment Research Advisors, Inc. (215K shares), Independent Advisor Alliance (186K shares), COMMONWEALTH EQUITY SERVICES, LLC (184K shares), RAYMOND JAMES FINANCIAL INC (122K shares), NewEdge Advisors, LLC (116K shares), and Ignite Planners, LLC (92.7K shares).
This table shows the top 71 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.