First Trust Dividend Strength

FTDS • NASDAQ

First Trust Dividend Strength is an exchange-traded fund on NASDAQ. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $12.5M. LPL Financial LLC is the largest holder with a position valued at $7.3M.

Overview

Overview of institutional ownership in FTDS as of Q3 2025

All Institutions

Institutions: 22
Value Held: $12.5M
Shares Held: 224.4K
Avg Position: $567.1K
Median Position: $147.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in FTDS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$7.3M 0.00% of portfolio	131.2K shares	Q2 2015 Held for 10y 5m	$340.07B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$734.9K 0.00% of portfolio	13.2K shares	Q4 2024 Held for 11 months	$67.9B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$696.6K 0.00% of portfolio	12.5K shares	Q2 2015 Held for 10y 5m	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$674.7K 0.00% of portfolio	12.1K shares	Q1 2023 Held for 2y 8m	$341.99B
Change Path, LLC RIA/Wealth	Martin Joseph Pfannenstiel President	$543.5K 0.01% of portfolio	9.8K shares	Q3 2025 Held for 2 months	$3.9B
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$511.5K 0.00% of portfolio	9.2K shares	Q3 2024 Held for 1y 2m	$15.2B
T TCFG WEALTH MANAGEMENT, LLC Institution	-	$477.6K 0.19% of portfolio	8.6K shares	Q3 2024 Held for 1y 2m	$253.5M
UBS Group AG Institution	Sergio P. Ermotti CEO	$413.8K 0.00% of portfolio	7.4K shares	Q4 2014 Held for 10y 11m	$511.54B
A Advisor Group Holdings, Inc. Institution	-	$272.8K 0.00% of portfolio	4.9K shares	Q1 2020 Held for 5y 8m	$71.0B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$267.4K 0.00% of portfolio	4.8K shares	Q3 2025 Held for 2 months	$85.4B

Net Capital Flow

Institutional buying and selling activity for FTDS in Q3 2025

Traded: −$2.2M
Buyers: 11
Sellers: 8
Total Bought: +$1.4M
Total Sold: −$3.6M
Avg Position: $479.9K

Biggest Buyers

Institution	Net Bought	Current Position
Change Path, LLC RIA/Wealth	+$543.5K +9.8K shares	$543.5K 9.8K shares
Cetera Investment Advisers RIA/Wealth	+$267.4K +4.8K shares	$267.4K 4.8K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$213.7K +3.8K shares	$734.9K 13.2K shares
Rockefeller Capital Management L.P. Long Only Manager	+$171.2K +3.1K shares	$171.2K 3.1K shares
AE Wealth Management LLC RIA/Wealth	+$85.7K +1.5K shares	$511.5K 9.2K shares
UBS Group AG Institution	+$49.7K +894.0 shares	$413.8K 7.4K shares
A Advisor Group Holdings, Inc. Institution	+$16.8K +301.0 shares	$272.8K 4.9K shares
H HAZLETT, BURT & WATSON, INC. Institution	+$11.1K +200.0 shares	$11.1K 200.0 shares
JPMORGAN CHASE & CO Institution	+$5.6K +100.0 shares	$5.6K 100.0 shares
T TCFG WEALTH MANAGEMENT, LLC Institution	+$1.1K +19.0 shares	$477.6K 8.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
L LPL Financial LLC Institution	−$2.1M −38.7K shares	$7.3M 131.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$489.1K −9.4K shares	Sold Off 0 shares
Financial Advocates Investment Management RIA/Wealth	−$327.7K −6.3K shares	Sold Off 0 shares
BB&T CORP Institution	−$285.3K −5.5K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$198.7K −3.6K shares	$696.6K 12.5K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$120.7K −2.2K shares	$674.7K 12.1K shares
Capital Investment Advisory Services, LLC RIA/Wealth	−$13.1K −250.0 shares	Sold Off 0 shares
Disciplined Equity Management, Inc. RIA/Wealth	−$7.8K −140.0 shares	$22.0K 396.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FTDS in Q3 2025

New Positions: 4
New Value: $827.6K
Exited Positions: 4
Exited Value: $1.1M

New Positions

Institution	Position Value
Change Path, LLC RIA/Wealth	$543.5K 9.8K shares
Cetera Investment Advisers RIA/Wealth	$267.4K 4.8K shares
H HAZLETT, BURT & WATSON, INC. Institution	$11.1K 200.0 shares
JPMORGAN CHASE & CO Institution	$5.6K 100.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$489.1K 9.4K shares
Financial Advocates Investment Management RIA/Wealth	$327.7K 6.3K shares
BB&T CORP Institution	$285.3K 5.5K shares
Capital Investment Advisory Services, LLC RIA/Wealth	$13.1K 250.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FTDS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FTDS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T TCFG WEALTH MANAGEMENT, LLC Institution	-	0.19% $477.6K	8.6K shares	Q3 2024 Held for 1y 2m	$253.5M
Change Path, LLC RIA/Wealth	Martin Joseph Pfannenstiel President	0.01% $543.5K	9.8K shares	Q3 2025 Held for 2 months	$3.9B
Disciplined Equity Management, Inc. RIA/Wealth	Donald Vincent Davey Director	0.01% $22.0K	396.0 shares	Q2 2024 Held for 1y 5m	$183.8M
F Front Row Advisors LLC RIA/Wealth	Robert B Wade Managing Partner	0.01% $22.2K	400.0 shares	Q4 2024 Held for 11 months	$297.1M
H HAZLETT, BURT & WATSON, INC. Institution	-	0.00% $11.1K	200.0 shares	Q3 2025 Held for 2 months	$269.1M
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	0.00% $511.5K	9.2K shares	Q3 2024 Held for 1y 2m	$15.2B
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	0.00% $95.0K	1.7K shares	Q2 2022 Held for 3y 5m	$4.3B
L LPL Financial LLC Institution	-	0.00% $7.3M	131.2K shares	Q2 2015 Held for 10y 5m	$340.07B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $734.9K	13.2K shares	Q4 2024 Held for 11 months	$67.9B
Plante Moran Financial Advisors, LLC RIA/Wealth	Jason Alexander Drake Chairman	0.00% $15.9K	286.0 shares	Q4 2017 Held for 7y 11m	$1.6B