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First Trust Dividend Strength ETF
FTDS

18 hedge funds and large institutions have $11.9M invested in First Trust Dividend Strength ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more funds holding

Funds holding: 15 → 18 (+3)

1.42% less ownership

Funds ownership: 55.67% → 54.25% (-1.4%)

6% less capital invested

Capital invested by funds: $12.6M → $11.9M (-$704K)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$746K
2
WEG
World Equity Group
Illinois
+$593K
3
Truist Financial
Truist Financial
North Carolina
+$219K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$214K
5
LPL Financial
LPL Financial
California
+$140K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
2
Citadel Advisors
Citadel Advisors
Florida
-$715K
3
BBL
Beck Bode LLC
Massachusetts
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.79M +$140K +2,857 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.6M +$746K +15,240 +87%
BBL
3
Beck Bode LLC
Massachusetts
$929K -$231K -4,723 -20%
WEG
4
World Equity Group
Illinois
$591K +$593K +12,121 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$559K +$214K +4,379 +62%
UBS Group
6
UBS Group
Switzerland
$336K +$1.96K +40 +0.6%
FAIM
7
Financial Advocates Investment Management
Washington
$307K +$2.45K +50 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$220K +$53.4K +1,092 +32%
Truist Financial
9
Truist Financial
North Carolina
$218K +$219K +4,468 New
Jones Financial Companies
10
Jones Financial Companies
Missouri
$112K – – –
IAIM
11
International Assets Investment Management
Florida
$87.6K +$87.9K +1,796 New
HI
12
Harbour Investments
Wisconsin
$59.2K – – –
DEM
13
Disciplined Equity Management
Florida
$47.9K +$48.1K +983 New
CIAS
14
Capital Investment Advisory Services
North Carolina
$33.4K – – –
PMFA
15
Plante Moran Financial Advisors
Michigan
$15.1K – – –
PA
16
Parallel Advisors
California
$2.48K – – –
DFA
17
DHJJ Financial Advisors
Illinois
$837 – – –
CFD
18
Creative Financial Designs
Indiana
$195 +$196 +4 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– -$1.53M -30,475 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$715K -14,217 Closed

FTDS Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q2 2024, worth a combined $11.9M — down 5.6% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTDS positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $746K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.53M sold.

  • 18 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q2 2024, up from 15 in Q1 2024.
  • Funds reported $11.9M of First Trust Dividend Strength ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
  • 5 funds opened new First Trust Dividend Strength ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Dividend Strength ETF buyer in Q2 2024 was Morgan Stanley, an estimated $746K added.
  • The largest First Trust Dividend Strength ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2024.