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First Trust Dividend Strength ETF

22 hedge funds and large institutions have $13.9M invested in First Trust Dividend Strength ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

4% less capital invested

Capital invested by funds: $14.6M → $13.9M (-$632K)

3.84% less ownership

Funds ownership: 57.23%53.39% (-3.8%)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

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
1
Increased
4
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.87M +$551K +10,988 +7%
Morgan Stanley
2
Morgan Stanley
New York
$841K -$20.8K -414 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$747K -$70.9K -1,412 -9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$490K +$187K +3,727 +66%
Citadel Advisors
5
Citadel Advisors
Florida
$489K -$1.29M -25,633 -73%
TWM
6
TCFG Wealth Management
California
$448K -$2.86K -57 -0.7%
AWM
7
AE Wealth Management
Kansas
$400K +$72K +1,435 +23%
UBS Group
8
UBS Group
Switzerland
$342K -$10.7K -214 -3%
FAIM
9
Financial Advocates Investment Management
Washington
$328K
Truist Financial
10
Truist Financial
North Carolina
$285K -$5.32K -106 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$239K -$100 -2 -0%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$116K +$112K +2,227 New
Jones Financial Companies
13
Jones Financial Companies
Missouri
$114K -$5.87K -117 -5%
HI
14
Harbour Investments
Wisconsin
$89.3K +$24.8K +495 +41%
MWA
15
Medallion Wealth Advisors
Connecticut
$61.3K
DEM
16
Disciplined Equity Management
Florida
$28K -$4.97K -99 -16%
FRA
17
Front Row Advisors
California
$20.9K
PMFA
18
Plante Moran Financial Advisors
Michigan
$14.9K -$1.2K -24 -8%
CIAS
19
Capital Investment Advisory Services
North Carolina
$13.1K
PA
20
Parallel Advisors
California
$2.71K
DFA
21
DHJJ Financial Advisors
Illinois
$914
CFD
22
Creative Financial Designs
Indiana
$209
BBL
23
Beck Bode LLC
Massachusetts
-$508K -9,981 Closed

FTDS Hedge Fund Activity: Q2 2025 in Review

22 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q2 2025, worth a combined $13.9M — down 4.3% from $14.6M a quarter earlier.

Fund positioning in FTDS was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $551K. The largest seller was Citadel Advisors, cutting an estimated $1.29M.

  • 22 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $13.9M of First Trust Dividend Strength ETF stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 1 fund opened new First Trust Dividend Strength ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest First Trust Dividend Strength ETF buyer in Q2 2025 was LPL Financial, an estimated $551K added.
  • The largest First Trust Dividend Strength ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2025.