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First Trust Dividend Strength ETF

20 hedge funds and large institutions have $15.4M invested in First Trust Dividend Strength ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more capital invested

Capital invested by funds: $12.3M → $15.4M (+$3.09M)

5% more funds holding

Funds holding: 1920 (+1)

3.32% more ownership

Funds ownership: 57.85%61.17% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
7
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1
MRA Advisory Group
New Jersey
$3.74M +$399K +8,030 +12%
LPL Financial
2
LPL Financial
California
$3.02M +$25.6K +515 +0.9%
KAS
3
Kestra Advisory Services
Texas
$2.15M -$373K -7,510 -15%
UBS Group
4
UBS Group
Switzerland
$1.69M +$1.33M +26,814 +396%
Citadel Advisors
5
Citadel Advisors
Florida
$1.2M +$842K +16,945 +245%
FHA
6
Flagship Harbor Advisors
Massachusetts
$693K +$22.4K +450 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$692K +$16.2K +326 +2%
IA
8
IFG Advisory
Georgia
$633K -$10.7K -216 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$532K +$265K +5,336 +102%
Morgan Stanley
10
Morgan Stanley
New York
$350K -$12.4K -249 -3%
FTUS
11
Flow Traders U.S.
New York
$299K -$114K -2,295 -28%
FPWM
12
FSB Premier Wealth Management
Iowa
$149K +$148K +2,972 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$143K -$15.2K -306 -10%
CFGS
14
Concourse Financial Group Securities
Alabama
$39K -$298 -6 -0.8%
IA
15
IFP Advisors
Florida
$16K -$1.99K -40 -11%
PMFA
16
Plante Moran Financial Advisors
Michigan
$16K
CA
17
CoreCap Advisors
Michigan
$13K +$13.2K +265 New
CFA
18
Carroll Financial Associates
North Carolina
$5K
GWSG
19
GPS Wealth Strategies Group
Colorado
$4K
HI
20
Harbour Investments
Wisconsin
$1K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$260K -5,506 Closed

FTDS Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q4 2021, worth a combined $15.4M — up 25% from $12.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FTDS positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $1.33M. The largest seller was Kestra Advisory Services, cutting an estimated $373K.

  • 20 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q4 2021, up from 19 in Q3 2021.
  • Funds reported $15.4M of First Trust Dividend Strength ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 2 funds opened new First Trust Dividend Strength ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
  • The largest First Trust Dividend Strength ETF buyer in Q4 2021 was UBS Group, an estimated $1.33M added.
  • The largest First Trust Dividend Strength ETF seller in Q4 2021 was Kestra Advisory Services, an estimated $373K sold.

Based on aggregated 13F filings for Q4 2021.