FIRST TR EXCHANGE-TRADED FD

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EDOW·33733A201·US·ETF·Unknown - Unknown-13D/G

EDOW (FIRST TR EXCHANGE-TRADED FD) is held by 37 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($65.9M), LPL Financial LLC ($26.9M), COMMONWEALTH EQUITY SERVICES, LLC ($10.8M). Net institutional sentiment: Mixed.

37

Holders

(4 Elite)

$153.9M

Total Value

52% (31)

Consensus

16 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)30

Insider (Form 4)55

Activist (13D/13G)75

Congressional (STOCK Act)62

Holder Quality

66

★★★★★

Elite

76

★★★★

Strong

74

★★★

Solid

32

★★

Below

13

★

Weak

Held by 37 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jul 15, 2025 · Congress none

ActivistTRUIST FINANCIAL CORP0.2%Jul 15, 2025

View all activist filings

Top Holders

Top Holders (37)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	1.5M(-2.1%)	$65.9M	0.0%	+22.85%	0
LPL Financial LLC	Decreased	609,457(-49.8%)	$26.9M	0.0%	+49.86%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	244,102(+19.6%)	$10.8M	0.0%	+42.67%	33
UBS Group AG	Decreased	212,804(-7.1%)	$9.4M	0.0%	+8.41%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	131,091(+6.3%)	$5.8M	0.0%	+22.10%	29
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	119,168	$5.3M	0.0%	+8.40%	0
RAYMOND JAMES FINANCIAL INC	Decreased	113,295(-6.7%)	$5M	0.0%	+20.57%	0
GOLDMAN SACHS GROUP INC	Unchanged	103,537	$4.6M	0.0%	+12.82%	0
Cetera Investment Advisers	Increased	87,502(+6.3%)	$3.9M	0.0%	+37.93%	28
Kestra Advisory Services, LLC	Decreased	47,929(-1.8%)	$2.1M	0.0%	+51.96%	0
OSAIC HOLDINGS, INC.	Decreased	40,900(-29.3%)	$1.8M	0.0%	+40.94%	0
Sanctuary Advisors, LLC	Increased	29,499(+30.1%)	$1.3M	0.0%	+20.40%	32
BANK OF AMERICA CORP /DE/	Increased	26,731(+1.5%)	$1.2M	0.0%	+26.05%	26
MML INVESTORS SERVICES, LLC	Increased	25,775(+10.1%)	$1.1M	0.0%	+25.13%	28
D.A. DAVIDSON & CO.	Decreased	23,345(-2.6%)	$1M	0.0%	+46.58%	0
NewEdge Advisors, LLC	Decreased	23,037(-6.2%)	$1M	0.0%	+42.42%	0
ROYAL BANK OF CANADA	Increased	22,095(+83.9%)	$975,000	0.0%	+10.96%	39
Private Advisor Group, LLC	Increased	21,470(+20.0%)	$946,613	0.0%	+27.69%	30
STIFEL FINANCIAL CORP	Increased	19,597(+6.2%)	$864,032	0.0%	+29.45%	26
Wealthfront Advisers LLC	Decreased	18,623(-1.7%)	$821,088	0.0%	+44.21%	0

Showing 1-20 of 39

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EDOWFIRST TR EXCHANGE-TRADED FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer