First Trust Dividend Strength ETF
FTDS
15 hedge funds and large institutions have $4.4M invested in First Trust Dividend Strength ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
15% more funds holding
Funds holding: 13 → 15 (+2)
8% more capital invested
Capital invested by funds: $4.09M → $4.4M (+$307K)
0.2% more ownership
Funds ownership: 32.99% → 33.18% (+0.2%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$587K |
| 2 |
Morgan Stanley
New York
|
+$69.2K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$59.9K |
| 4 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$584K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$110K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.59K |
| 4 |
LPL Financial
San Diego,
California
|
-$3.21K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.21M | -$3.21K | -100 | -0.1% |
|
|
2
Citadel Advisors
Miami,
Florida
| $613K | +$587K | +18,323 | New |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $387K | – | – | – |
|
|
CA
4
Cetera Advisors
Denver,
Colorado
| $353K | +$59.9K | +1,870 | +21% |
|
|
5
Jane Street
New York
| $304K | -$584K | -18,216 | -66% |
|
|
6
MML Investors Services
Springfield,
Massachusetts
| $240K | -$110K | -3,433 | -32% |
|
|
7
Morgan Stanley
New York
| $167K | +$69.2K | +2,159 | +75% |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30K | -$3.59K | -112 | -11% |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $28K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $24K | – | – | – |
|
|
BFEC
11
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $22K | – | – | – |
|
|
12
Bank of America
Charlotte,
North Carolina
| $11K | -$2.47K | -77 | -18% |
|
|
PMFA
13
Plante Moran Financial Advisors
Southfield,
Michigan
| $11K | +$10.4K | +323 | New |
|
|
CA
14
Calton & Associates
Tampa,
Florida
| $2K | +$2.12K | +66 | New |
|
|
IA
15
IFP Advisors
Tampa,
Florida
| – | -$1K | -20 | Closed |
|
FTDS Hedge Fund Activity: Q4 2017 in Review
15 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q4 2017, worth a combined $4.4M — up 7.5% from $4.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FTDS positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $587K. The largest seller was Jane Street, cutting an estimated $584K.
- 15 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q4 2017, up from 13 in Q3 2017.
- Funds reported $4.4M of First Trust Dividend Strength ETF stock for Q4 2017, up 7.5% quarter-over-quarter.
- 3 funds opened new First Trust Dividend Strength ETF positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest First Trust Dividend Strength ETF buyer in Q4 2017 was Citadel Advisors, an estimated $587K added.
- The largest First Trust Dividend Strength ETF seller in Q4 2017 was Jane Street, an estimated $584K sold.
Based on aggregated 13F filings for Q4 2017.