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First Trust Dividend Strength ETF

19 hedge funds and large institutions have $6.5M invested in First Trust Dividend Strength ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $6.42M → $6.5M (+$73K)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.19% less ownership

Funds ownership: 38.25%36.06% (-2.2%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.74M +$431K +12,437 +35%
LPL Financial
2
LPL Financial
California
$1.03M -$10.2K -294 -1%
Citadel Advisors
3
Citadel Advisors
Florida
$628K -$175K -5,058 -23%
UBS Group
4
UBS Group
Switzerland
$578K +$41.6K +1,201 +8%
Jane Street
5
Jane Street
New York
$523K -$281K -8,106 -36%
AG
6
Advisor Group
Arizona
$419K
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$323K +$310K +8,954 New
Morgan Stanley
8
Morgan Stanley
New York
$321K +$130K +3,762 +73%
PFS
9
Prospera Financial Services
Texas
$268K -$28.5K -823 -10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$216K -$13.9K -400 -6%
Bank of America
11
Bank of America
North Carolina
$203K -$428K -12,354 -69%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$141K -$201K -5,814 -59%
GRP
13
Global Retirement Partners
California
$31K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21K
CFGS
15
Concourse Financial Group Securities
Alabama
$20K +$9.01K +260 +84%
IFWM
16
Institute for Wealth Management
Colorado
$14K +$13.9K +400 New
PMFA
17
Plante Moran Financial Advisors
Michigan
$12K
CIAS
18
Capital Investment Advisory Services
North Carolina
$6K -$12.1K -350 -67%
TRCT
19
Tower Research Capital (TRC)
New York
$1K
IA
20
IFP Advisors
Florida
-$132K -3,893 Closed
FAAS
21
First Allied Advisory Services
California
-$30K -892 Closed

FTDS Hedge Fund Activity: Q4 2019 in Review

19 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q4 2019, worth a combined $6.5M — up 1.1% from $6.42M a quarter earlier.

Fund positioning in FTDS was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $431K. The largest seller was Bank of America, cutting an estimated $428K.

  • 19 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $6.5M of First Trust Dividend Strength ETF stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 2 funds opened new First Trust Dividend Strength ETF positions in Q4 2019 and 2 closed out, a net change of 0 holders.
  • The largest First Trust Dividend Strength ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $431K added.
  • The largest First Trust Dividend Strength ETF seller in Q4 2019 was Bank of America, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2019.