Purchases and Sales Made in Q2 2025 in First Trust Dividend Strength (FTDS)
This table provides information about the institutional ownership of First Trust Dividend Strength (FTDS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 6.92% |
$492K - $576K
|
170K
$9.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 23.04% |
$64.2K - $75.2K
|
7.66K
$408K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
495+ 40.74% |
$22.1K - $25.9K
|
1.71K
$91.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 7.74% |
$1.07K - $1.26K
|
286
$15.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-57- 0.66% |
$2.55K - $2.99K
|
8.57K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-99- 15.59% |
$4.43K - $5.19K
|
536
$28.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-106- 1.9% |
$4.74K - $5.55K
|
5.46K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41K- 8.98% |
$63.2K - $74K
|
14.3K
$763K
|