First Trust Dividend StrengtFTDSETF
13F holders, Q2 2024 (June 30)18holders +3
5new positions
2sold out
$48.76avg. 13F price*
At the end of Q2 2024, 18 institutions reported holding First Trust Dividend Strengt (FTDS) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($6.8M), Morgan Stanley ($1.6M) and Beck Bode, LLC ($929K).
- Company
- First Trust Dividend Strengt
- CUSIP
- 33733E708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $944K |
| Exits | 2 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 43,030 shares bought and 49,415 shares sold, net −6,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +2.1% | 139,241 | $6.8M |
| Morgan Stanley | 0.00% | Add +87.2% | 32,715 | $1.6M |
| Beck Bode, LLC | 0.19% | Reduce -19.9% | 19,052 | $929K |
| World Equity Group, Inc. | 0.18% | New | 12,121 | $591K |
| Envestnet Asset Management Inc. | 0.00% | Add +61.9% | 11,459 | $559K |
| UBS Group AG | 0.00% | Add +0.6% | 6,894 | $336K |
| Financial Advocates Investment Management | 0.02% | Add +0.8% | 6,287 | $307K |
| Osaic Holdings, Inc. | 0.00% | Add +31.9% | 4,516 | $220K |
| Truist Financial Corp. | 0.00% | New | 4,468 | $218K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,295 | $112K |
| International Assets Investment Management, LLC | 0.01% | New | 1,796 | $88K |
| Harbour Investments, Inc. | 0.00% | No change | 1,215 | $59K |
| Disciplined Equity Management, Inc. | 0.03% | New | 983 | $48K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 685 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 310 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 51 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 17 | $837 |
| Creative Financial Designs Inc. | 0.00% | New | 4 | $195 |
"% of holder's portfolio" is FTDS's weight in each manager's 13F, not the share of First Trust Dividend Strengt the manager owns.