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First Trust Dividend Strength ETF

22 hedge funds and large institutions have $14.6M invested in First Trust Dividend Strength ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $12.5M → $14.6M (+$2.19M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

16% more funds holding

Funds holding: 1922 (+3)

4.8% more ownership

Funds ownership: 53.14%57.94% (+4.8%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.9M +$220K +4,164 +3%
Citadel Advisors
2
Citadel Advisors
Florida
$1.49M -$45.9K -869 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.42M +$1.48M +28,007 New
UBS Group
4
UBS Group
Switzerland
$975K +$666K +12,619 +189%
Morgan Stanley
5
Morgan Stanley
New York
$829K +$220K +4,159 +34%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$630K +$64.5K +1,221 +11%
BBL
7
Beck Bode LLC
Massachusetts
$526K -$134K -2,543 -20%
TWM
8
TCFG Wealth Management
California
$432K -$581 -11 -0.1%
FAIM
9
Financial Advocates Investment Management
Washington
$318K -$5.02K -95 -1%
AWM
10
AE Wealth Management
Kansas
$311K +$78.8K +1,492 +32%
Truist Financial
11
Truist Financial
North Carolina
$284K +$64.5K +1,221 +28%
Osaic Holdings
12
Osaic Holdings
Arizona
$199K +$1.06K +20 +0.5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$116K
MWA
14
Medallion Wealth Advisors
Connecticut
$70.9K +$74.1K +1,403 New
HI
15
Harbour Investments
Wisconsin
$61.4K
DEM
16
Disciplined Equity Management
Florida
$40.4K -$9.66K -183 -19%
FRA
17
Front Row Advisors
California
$20.2K +$21.1K +400 New
PMFA
18
Plante Moran Financial Advisors
Michigan
$15.7K
CIAS
19
Capital Investment Advisory Services
North Carolina
$12.6K -$23K -435 -64%
PA
20
Parallel Advisors
California
$2.6K
DFA
21
DHJJ Financial Advisors
Illinois
$878
CFD
22
Creative Financial Designs
Indiana
$202

FTDS Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q4 2024, worth a combined $14.6M — up 18% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FTDS positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.48M. The largest seller was Beck Bode LLC, cutting an estimated $134K.

  • 22 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $14.6M of First Trust Dividend Strength ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 3 funds opened new First Trust Dividend Strength ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
  • The largest First Trust Dividend Strength ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.48M added.
  • The largest First Trust Dividend Strength ETF seller in Q4 2024 was Beck Bode LLC, an estimated $134K sold.

Based on aggregated 13F filings for Q4 2024.