— Know what they know.
Not Investment Advice

FTDS Institutional Ownership

First Trust Dividend Strength ETF
1W: -1.1% 1M: -6.5% 3M: +0.1% YTD: +9.0% 1Y: +12.2% 3Y: +54.9% 5Y: +39.0%
$62.23
+0.21 (+0.34%)
 
Weekly Expected Move ±1.3%
$61 $61 $62 $63 $64
ETF NASDAQ · AUM $35.6M

Institutional Ownership — FTDS

41
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
8
New Positions
10
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (44 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 150,270 9M +8,362 +5.9% 45Q SEC ↗
2 Medallion Wealth Advisors, LLC 25,774 2M +24,650 +2193.1% 7Q SEC ↗
3 JANE STREET GROUP, LLC NEW 24,299 2M — +0.0% 1Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 12,277 764K +123 +1.0% 14Q SEC ↗
5 AE Wealth Management LLC 11,079 690K +936 +9.2% 8Q SEC ↗
6 MORGAN STANLEY 10,672 664K -31 -0.3% 45Q SEC ↗
7 TCFG Investment Advisors, LLC 8,845 550K — +0.0% 2Q SEC ↗
8 TCFG WEALTH MANAGEMENT, LLC 8,845 550K +35 +0.4% 7Q SEC ↗
9 CreativeOne Wealth, LLC 7,185 447K -1,365 -16.0% 4Q SEC ↗
10 UBS Group AG 6,547 407K — +0.0% 46Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,936 369K -2,135 -26.5% 2Q SEC ↗
12 CARLSON FINANCIAL, INC. 5,577 347K — +0.0% 3Q SEC ↗
13 Cetera Investment Advisers 5,341 332K +294 +5.8% 4Q SEC ↗
14 D.A. DAVIDSON & CO. 4,934 307K +1,467 +42.3% 2Q SEC ↗
15 PFG Investments, LLC 4,800 299K -600 -11.1% 3Q SEC ↗
16 FLOW TRADERS U.S. LLC 4,479 279K -14,646 -76.6% 3Q SEC ↗
17 CALTON & ASSOCIATES, INC. NEW 4,397 274K — +0.0% 1Q SEC ↗
18 Key Client Fiduciary Advisors, LLC 4,181 260K — +0.0% 3Q SEC ↗
19 TRUIST FINANCIAL CORP 3,887 242K +29 +0.8% 3Q SEC ↗
20 Cambridge Investment Research Advisors 3,692 230K -100 -2.6% 2Q SEC ↗
21 Pinnacle Financial Partners, Inc. NEW 3,307 206K — +0.0% 1Q SEC ↗
22 Rockefeller Capital Management L.P. 3,118 194K +9 +0.3% 4Q SEC ↗
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 3,000 187K — +0.0% 3Q SEC ↗
24 OSAIC HOLDINGS, INC. 2,454 153K +857 +53.7% 26Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 2,240 139K — +0.0% 17Q SEC ↗
26 ROYAL BANK OF CANADA 2,227 139K — +0.0% 5Q SEC ↗
27 IFG Advisory, LLC NEW 2,026 126K — +0.0% 1Q SEC ↗
28 Regatta Research & Money Management NEW 2,012 125K — +0.0% 1Q SEC ↗
29 JONES FINANCIAL COMPANIES LLLP 1,956 122K -176 -8.3% 16Q SEC ↗
30 Continuum Advisory, LLC NEW 1,610 100K — +0.0% 1Q SEC ↗
31 Arax Advisory Partners 720 45K +70 +10.8% 2Q SEC ↗
32 Front Row Advisors LLC 400 25K — +0.0% 7Q SEC ↗
33 Plante Moran Financial Advisors, LLC 286 18K — +0.0% 35Q SEC ↗
34 Institute for Wealth Management, LLC. NEW 250 16K — +0.0% 1Q SEC ↗
35 Capital Investment Advisory Services, 200 12K — +0.0% 3Q SEC ↗
36 HAZLETT, BURT & WATSON, INC. 200 12K — +0.0% 4Q SEC ↗
37 BlackRock, Inc. 159 10K — +0.0% 2Q SEC ↗
38 Founders Financial Alliance, LLC NEW 65 4K — +0.0% 1Q SEC ↗
39 Parallel Advisors, LLC 52 3K — +0.0% 11Q SEC ↗
40 DHJJ Financial Advisors, Ltd. 18 1K — +0.0% 12Q SEC ↗
41 CREATIVE FINANCIAL DESIGNS INC /ADV 4 0K — +0.0% 9Q SEC ↗
42 Disciplined Equity Management, Inc. 0 0K -266 -100.0% 7Q SEC ↗
43 WELLS FARGO & COMPANY/MN 0 0K -60 -100.0% 2Q SEC ↗
44 Kestra Advisory Services, LLC 0 0K -1,673 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (11)
HolderAddedChange %Total Shares
Medallion Wealth Advisors, LLC +24,650 +2193.1% 25,774
LPL Financial LLC +8,362 +5.9% 150,270
D.A. DAVIDSON & CO. +1,467 +42.3% 4,934
AE Wealth Management LLC +936 +9.2% 11,079
OSAIC HOLDINGS, INC. +857 +53.7% 2,454
Cetera Investment Advisers +294 +5.8% 5,341
ENVESTNET ASSET MANAGEMENT INC +123 +1.0% 12,277
Arax Advisory Partners +70 +10.8% 720
TCFG WEALTH MANAGEMENT, LLC +35 +0.4% 8,845
TRUIST FINANCIAL CORP +29 +0.8% 3,887
Rockefeller Capital Management L.P. +9 +0.3% 3,118
Biggest Decreases (7)
HolderReducedChange %Total Shares
FLOW TRADERS U.S. LLC -14,646 -76.6% 4,479
SUSQUEHANNA INTERNATIONAL GROUP, LL -2,135 -26.5% 5,936
CreativeOne Wealth, LLC -1,365 -16.0% 7,185
PFG Investments, LLC -600 -11.1% 4,800
JONES FINANCIAL COMPANIES LLLP -176 -8.3% 1,956
Cambridge Investment Research Advis -100 -2.6% 3,692
MORGAN STANLEY -31 -0.3% 10,672

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms