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First Trust Dividend Strength ETF

18 hedge funds and large institutions have $13.6M invested in First Trust Dividend Strength ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

46% more capital invested

Capital invested by funds: $9.35M → $13.6M (+$4.26M)

13% more funds holding

Funds holding: 1618 (+2)

10.57% more ownership

Funds ownership: 48.96%59.53% (+11%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.23M +$3.73M +85,221 +222%
MAG
2
MRA Advisory Group
New Jersey
$3.74M -$7.18K -164 -0.2%
Citadel Advisors
3
Citadel Advisors
Florida
$1.13M +$1.17M +26,769 New
BBL
4
Beck Bode LLC
Massachusetts
$1.07M +$1.11M +25,335 New
FHA
5
Flagship Harbor Advisors
Massachusetts
$563K -$5.52K -126 -0.9%
KAS
6
Kestra Advisory Services
Texas
$427K +$442K +10,090 New
Osaic Holdings
7
Osaic Holdings
Arizona
$285K +$77.4K +1,767 +36%
UBS Group
8
UBS Group
Switzerland
$282K -$54.5K -1,244 -16%
Morgan Stanley
9
Morgan Stanley
New York
$274K -$14.8K -337 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$223K +$231K +5,276 New
FAIM
11
Financial Advocates Investment Management
Washington
$221K +$229K +5,220 New
Jones Financial Companies
12
Jones Financial Companies
Missouri
$97K
IGWM
13
ICA Group Wealth Management
Colorado
$42.4K +$26.3K +600 +149%
PMFA
14
Plante Moran Financial Advisors
Michigan
$13.1K
CIAS
15
Capital Investment Advisory Services
North Carolina
$10.6K +$10.9K +250 New
GWSG
16
GPS Wealth Strategies Group
Colorado
$3.17K +$3.28K +75 New
HI
17
Harbour Investments
Wisconsin
$1.01K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$233
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$1.96M -46,000 Closed
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
-$123K -2,912 Closed
IA
21
IFP Advisors
Florida
-$71K -2,095 Closed
NA
22
NewEdge Advisors
Louisiana
-$15.4K -362 Closed

FTDS Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q1 2023, worth a combined $13.6M — up 46% from $9.35M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTDS positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.73M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.96M sold.

  • 18 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q1 2023, up from 16 in Q4 2022.
  • Funds reported $13.6M of First Trust Dividend Strength ETF stock for Q1 2023, up 46% quarter-over-quarter.
  • 7 funds opened new First Trust Dividend Strength ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Dividend Strength ETF buyer in Q1 2023 was LPL Financial, an estimated $3.73M added.
  • The largest First Trust Dividend Strength ETF seller in Q1 2023 was Susquehanna International Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2023.