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First Trust Dividend Strength ETF

19 hedge funds and large institutions have $12.5M invested in First Trust Dividend Strength ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1819 (+1)

5% more capital invested

Capital invested by funds: $11.9M → $12.5M (+$550K)

1.1% less ownership

Funds ownership: 54.25%53.14% (-1.1%)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.89M -$353K -6,984 -5%
Citadel Advisors
2
Citadel Advisors
Florida
$1.58M +$1.53M +30,304 New
BBL
3
Beck Bode LLC
Massachusetts
$674K -$309K -6,112 -32%
Morgan Stanley
4
Morgan Stanley
New York
$637K -$1.03M -20,475 -63%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$586K -$10.6K -209 -2%
TWM
6
TCFG Wealth Management
California
$446K +$432K +8,561 New
UBS Group
7
UBS Group
Switzerland
$347K -$11.3K -223 -3%
FAIM
8
Financial Advocates Investment Management
Washington
$333K +$5.05K +100 +2%
AWM
9
AE Wealth Management
Kansas
$242K +$235K +4,654 New
Truist Financial
10
Truist Financial
North Carolina
$229K -$3.18K -63 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$204K -$30K -594 -13%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$119K
HI
13
Harbour Investments
Wisconsin
$63.3K
DEM
14
Disciplined Equity Management
Florida
$51.2K
CIAS
15
Capital Investment Advisory Services
North Carolina
$35.7K
PMFA
16
Plante Moran Financial Advisors
Michigan
$16.1K
PA
17
Parallel Advisors
California
$2.66K
DFA
18
DHJJ Financial Advisors
Illinois
$898
CFD
19
Creative Financial Designs
Indiana
$208
WEG
20
World Equity Group
Illinois
-$591K -12,121 Closed
IAIM
21
International Assets Investment Management
Florida
-$87.6K -1,796 Closed

FTDS Hedge Fund Activity: Q3 2024 in Review

19 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q3 2024, worth a combined $12.5M — up 4.6% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FTDS positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $1.03M.

  • 19 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $12.5M of First Trust Dividend Strength ETF stock for Q3 2024, up 4.6% quarter-over-quarter.
  • 3 funds opened new First Trust Dividend Strength ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest First Trust Dividend Strength ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.53M added.
  • The largest First Trust Dividend Strength ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2024.