First Trust Dividend Strength ETF
FTDS
14 hedge funds and large institutions have $3.38M invested in First Trust Dividend Strength ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
11% less capital invested
Capital invested by funds: $3.8M → $3.38M (-$421K)
11.52% less ownership
Funds ownership: 43.83% → 32.31% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$444K |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
+$98K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$63.5K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$19.6K |
| 5 |
Morgan Stanley
New York
|
+$18.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 2 |
LPL Financial
San Diego,
California
|
-$100K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.07M | -$100K | -3,422 | -5% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $454K | +$444K | +15,183 | New |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $350K | – | – | – |
|
|
DADC
4
D.A. Davidson & Co
Great Falls,
Montana
| $119K | – | – | – |
|
|
SF
5
Synovus Financial
Columbus,
Georgia
| $100K | +$98K | +3,350 | New |
|
|
6
Morgan Stanley
New York
| $89K | +$18.1K | +617 | +26% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $65K | +$63.5K | +2,170 | New |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $31K | +$29 | +1 | +0.1% |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $25K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $22K | – | – | – |
|
|
WA
11
WFG Advisors
Dallas,
Texas
| $21K | – | – | – |
|
|
BFEC
12
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $20K | +$19.6K | +670 | New |
|
13
Bank of America
Charlotte,
North Carolina
| $12K | +$1.08K | +37 | +10% |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.08M | -37,007 | Closed |
|
FTDS Hedge Fund Activity: Q2 2017 in Review
14 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q2 2017, worth a combined $3.38M — down 11% from $3.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FTDS positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $444K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.08M sold.
- 14 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q2 2017, up from 11 in Q1 2017.
- Funds reported $3.38M of First Trust Dividend Strength ETF stock for Q2 2017, down 11% quarter-over-quarter.
- 4 funds opened new First Trust Dividend Strength ETF positions in Q2 2017 and 1 closed out, a net change of +3 holders.
- The largest First Trust Dividend Strength ETF buyer in Q2 2017 was MML Investors Services, an estimated $444K added.
- The largest First Trust Dividend Strength ETF seller in Q2 2017 was Susquehanna International Group, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2017.