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First Trust Dividend Strength ETF

23 hedge funds and large institutions have $12.5M invested in First Trust Dividend Strength ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2223 (+1)

3.26% less ownership

Funds ownership: 53.39%50.13% (-3.3%)

10% less capital invested

Capital invested by funds: $13.9M → $12.5M (-$1.4M)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.29M -$2.11M -38,678 -23%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$735K +$210K +3,844 +41%
Morgan Stanley
3
Morgan Stanley
New York
$697K -$195K -3,574 -22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$675K -$119K -2,172 -15%
CW
5
CreativeOne Wealth
Kansas
$543K +$533K +9,778 New
AWM
6
AE Wealth Management
Kansas
$512K +$84.1K +1,541 +20%
TWM
7
TCFG Wealth Management
California
$478K +$1.04K +19 +0.2%
UBS Group
8
UBS Group
Switzerland
$414K +$48.8K +894 +14%
Osaic Holdings
9
Osaic Holdings
Arizona
$273K +$16.4K +301 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$267K +$262K +4,811 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$171K +$168K +3,079 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$124K
Jones Financial Companies
13
Jones Financial Companies
Missouri
$121K
HI
14
Harbour Investments
Wisconsin
$95K
MWA
15
Medallion Wealth Advisors
Connecticut
$64.2K
FRA
16
Front Row Advisors
California
$22.2K
DEM
17
Disciplined Equity Management
Florida
$22K -$7.64K -140 -26%
PMFA
18
Plante Moran Financial Advisors
Michigan
$15.9K
HBW
19
Hazlett, Burt & Watson
West Virginia
$11K +$10.9K +200 New
JP Morgan Chase
20
JP Morgan Chase
New York
$5.56K +$5.46K +100 New
PA
21
Parallel Advisors
California
$2.9K
DFA
22
DHJJ Financial Advisors
Illinois
$977 +$55 +1 +6%
CFD
23
Creative Financial Designs
Indiana
$222
Citadel Advisors
24
Citadel Advisors
Florida
-$489K -9,368 Closed
FAIM
25
Financial Advocates Investment Management
Washington
-$328K -6,277 Closed

FTDS Hedge Fund Activity: Q3 2025 in Review

23 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in First Trust Dividend Strength ETF (FTDS) for Q3 2025, worth a combined $12.5M — down 10% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTDS positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $533K. The largest seller was LPL Financial, cutting an estimated $2.11M.

  • 23 institutional investors held First Trust Dividend Strength ETF (FTDS) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $12.5M of First Trust Dividend Strength ETF stock for Q3 2025, down 10% quarter-over-quarter.
  • 5 funds opened new First Trust Dividend Strength ETF positions in Q3 2025 and 4 closed out, a net change of +1 holder.
  • The largest First Trust Dividend Strength ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $533K added.
  • The largest First Trust Dividend Strength ETF seller in Q3 2025 was LPL Financial, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2025.