Purchases and Sales Made in Q3 2025 in First Trust Dividend Strength (FTDS)
This table provides information about the institutional ownership of First Trust Dividend Strength (FTDS) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST DIVIDEND STRENGTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.78KNew |
$513K - $549K
|
9.78K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.81KNew |
$253K - $270K
|
4.81K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.84K+ 40.99% |
$202K - $216K
|
13.2K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.08KNew |
$162K - $173K
|
3.08K
$170K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.54K+ 20.11% |
$80.9K - $86.5K
|
9.2K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
894+ 13.65% |
$46.9K - $50.2K
|
7.45K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
301+ 6.57% |
$15.8K - $16.9K
|
4.89K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200New |
$10.5K - $11.2K
|
200
$11K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$5.25K - $5.61K
|
100
$5.51K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19+ 0.22% |
$998 - $1.07K
|
8.59K
$473K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 5.88% |
$52.5 - $56.1
|
18
$991
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-140- 26.12% |
$7.35K - $7.86K
|
396
$21.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.17K- 15.18% |
$114K - $122K
|
12.1K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.57K- 22.19% |
$188K - $201K
|
12.5K
$690K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.7K- 22.77% |
$2.03M - $2.17M
|
131K
$7.22M
|