EDOWFIRST TR EXCHANGE-TRADED FD
CUSIP 33733A201 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange-Traded Fd (EDOW) has 81 institutional holders in Filings Flow’s 13F database, together reporting 5.69M shares worth $231M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Vestmark Advisory Solutions, Inc..
Institutional Holders
81
Q1 2026
Reported Value
$231M
Ticker
EDOW
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $62M | 1.53M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $49M | 1.21M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.26% | $23M | 569.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 229.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 204.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 175.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $5M | 126.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 123.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 121.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 119.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 103.5K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.59% | $4M | 94.3K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.21% | $3M | 83.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 82.3K | Q1 2026 |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 2.47% | $3M | 79.1K | Q2 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 72.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.14% | $3M | 65.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 57.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 48.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 48.7K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 40.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 38.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 38.0K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.23% | $1M | 30.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 26.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 26.0K | Q1 2026 |
| Gratus Wealth Advisors, LLC$691M AUM | 0.15% | $1M | 26.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $996,105 | 24.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $972,895 | 24.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $949,471 | 23.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $919,884 | 22.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $857,989 | 21.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $768,774 | 18.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $748,490 | 18.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $725,893 | 17.9K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $715,151 | 17.3K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.24% | $636,270 | 15.7K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.24% | $636,270 | 15.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $606,735 | 15.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $602,222 | 14.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $551,206 | 13.6K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $507,000 | 12.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $488,000 | 12.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $477,000 | 11.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $390,607 | 9.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $384,651 | 9.5K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.06% | $336,888 | 8.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $336,612 | 8.4K | Q3 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $325,000 | 8.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $301,481 | 7.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $285,334 | 7.0K | Q1 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.10% | $282,405 | 7.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $279,017 | 6.9K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $270,845 | 6.6K | Q4 2025OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.06% | $266,138 | 6.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $265,057 | 6.5K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.18% | $249,388 | 6.1K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $246,702 | 6.0K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $246,322 | 6.1K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $235,796 | 5.9K | Q3 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $230,970 | 5.7K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $229,868 | 6.0K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $222,623 | 5.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $222,000 | 5.5K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $220,096 | 5.4K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 0.07% | $219,853 | 5.4K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $219,400 | 5.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $217,000 | 5.4K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $216,000 | 5.2K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.04% | $204,679 | 5.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $202,854 | 5.0K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.03% | $166,272 | 4.1K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.02% | $128,163 | 3.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $122,362 | 3.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $112,219 | 2.8K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.06% | $111,976 | 2.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $109,384 | 2.7K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.02% | $99,612 | 2.4K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $97,856 | 2.4K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.01% | $46,000 | 1.1K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $40,819 | 1.0K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $40,571 | 1.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $40,571 | 1.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $34,404 | 848 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $19,190 | 473 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $18,230 | 450 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $17,000 | 453 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $16,309 | 402 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $15,782 | 389 | Q1 2026 |
| POM Investment Strategies, LLC$80M AUM | 0.02% | $14,930 | 368 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,376 | 280 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $8,487 | 209 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,000 | 150 | Q3 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $2,267 | 56 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,000 | 75 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.