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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 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding

Funds holding: 2222 (0)

1% less capital invested

Capital invested by funds: $14.6M → $14.6M (-$74.6K)

0.72% less ownership

Funds ownership: 57.94%57.23% (-0.72%)

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.09M +$1.16M +22,450 +16%
Citadel Advisors
2
Citadel Advisors
Florida
$1.78M +$287K +5,566 +19%
Morgan Stanley
3
Morgan Stanley
New York
$841K +$6.29K +122 +0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$801K +$167K +3,251 +26%
BBL
5
Beck Bode LLC
Massachusetts
$508K -$21.4K -416 -4%
TWM
6
TCFG Wealth Management
California
$439K +$4.12K +80 +0.9%
UBS Group
7
UBS Group
Switzerland
$344K -$645K -12,525 -65%
FAIM
8
Financial Advocates Investment Management
Washington
$320K -$773 -15 -0.2%
AWM
9
AE Wealth Management
Kansas
$317K +$4.17K +81 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$288K -$1.15M -22,356 -80%
Truist Financial
11
Truist Financial
North Carolina
$284K -$2.88K -56 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$234K +$33.2K +644 +16%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$117K
HI
14
Harbour Investments
Wisconsin
$61.9K
MWA
15
Medallion Wealth Advisors
Connecticut
$59K -$12.8K -248 -18%
DEM
16
Disciplined Equity Management
Florida
$32.3K -$8.5K -165 -21%
FRA
17
Front Row Advisors
California
$20.4K
PMFA
18
Plante Moran Financial Advisors
Michigan
$15.8K
CIAS
19
Capital Investment Advisory Services
North Carolina
$12.7K
PA
20
Parallel Advisors
California
$2.63K +$52 +1 +2%
DFA
21
DHJJ Financial Advisors
Illinois
$888
CFD
22
Creative Financial Designs
Indiana
$204

FTDS Hedge Fund Activity: Q1 2025 in Review

22 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q1 2025, worth a combined $14.6M — down 0.51% from $14.6M a quarter earlier.

Fund positioning in FTDS was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.15M.

  • 22 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $14.6M of First Trust Dividend Strength ETF stock for Q1 2025, down 0.51% quarter-over-quarter.
  • 0 funds opened new First Trust Dividend Strength ETF positions in Q1 2025 and 0 closed out.
  • The largest First Trust Dividend Strength ETF buyer in Q1 2025 was LPL Financial, an estimated $1.16M added.
  • The largest First Trust Dividend Strength ETF seller in Q1 2025 was Susquehanna International Group, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2025.