First Trust Dividend StrengtFTDSETF

13F holders, Q2 2025 (June 30)
22holders
1new positions
1sold out
1famous investor
$52.21avg. 13F price*

At the end of Q2 2025, 22 institutions reported holding First Trust Dividend Strengt (FTDS) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($8.9M), Morgan Stanley ($841K) and Envestnet Asset Management Inc. ($747K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Dividend Strengt
CUSIP
33733E708
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 15Q1 2024Q2 2024: 18Q2 2024Q3 2024: 19Q3 2024Q4 2024: 22Q4 2024Q1 2025: 22Q1 2025Q2 2025: 22Q2 2025Q3 2025: 23Q3 2025Q4 2025: 30Q4 2025Q1 2026: 34Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$116K
Exits1$508K

All 13F filers, Q1 2025 → Q2 2025: 18,872 shares bought and 38,059 shares sold, net −19,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

LPL Financial LLC 0.00% Add +6.9% 169,859 $8.9M
Morgan Stanley 0.00% Reduce -2.5% 16,107 $841K
Envestnet Asset Management Inc. 0.00% Reduce -9.0% 14,310 $747K
Susquehanna International Group, LLP 0.00% Add +66.0% 9,378 $490K
Citadel Advisors 0.00% Reduce -73.2% 9,368 $489K
TCFG Wealth Management, LLC 0.20% Reduce -0.7% 8,573 $448K
AE Wealth Management LLC 0.00% Add +23.0% 7,662 $400K
UBS Group AG 0.00% Reduce -3.2% 6,551 $342K
Financial Advocates Investment Management 0.03% No change 6,277 $328K
Truist Financial Corp. 0.00% Reduce -1.9% 5,464 $285K
Osaic Holdings, Inc. 0.00% Reduce -0.0% 4,584 $239K
Royal Bank of Canada 0.00% New 2,227 $116K
Jones Financial Companies LLLP 0.00% Reduce -5.1% 2,178 $114K
Harbour Investments, Inc. 0.00% Add +40.7% 1,710 $89K
Medallion Wealth Advisors, LLC 0.02% No change 1,155 $61K
Disciplined Equity Management, Inc. 0.02% Reduce -15.6% 536 $28K
Front Row Advisors LLC 0.01% No change 400 $21K
Plante Moran Financial Advisors, LLC 0.00% Reduce -7.7% 286 $15K
Capital Investment Advisory Services, LLC 0.00% No change 250 $13K
Parallel Advisors, LLC 0.00% No change 52 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 17 $914
Creative Financial Designs Inc. 0.00% No change 4 $209

"% of holder's portfolio" is FTDS's weight in each manager's 13F, not the share of First Trust Dividend Strengt the manager owns.