First Trust Dividend Strengt (FTDS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares168,159 from 150,270

Change+17,889 (+12%)

Value$10.4M (+$1.1M)

Filed 2026-11-06

Tcfg Investment Advisors, LLC

DECREASED

Shares8,765 from 8,845

Change-80 (-1%)

Value$539.9K (-$2.8K)

Filed 2026-10-20

Carlson Financial, Inc.

DECREASED

Shares5,527 from 5,577

Change-50 (-1%)

Value$340.5K (-$1.7K)

Filed 2026-11-05

D.A. Davidson & Co.

UNCHANGED

Shares4,934 from 4,934

Change0 (0%)

Value$303.9K (+$1.2K)

Filed 2026-10-28

Key Client Fiduciary Advisors, LLC

DECREASED

Shares4,156 from 4,181

Change-25 (-1%)

Value$256.0K (-$524)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares4,023 from 3,887

Change+136 (+4%)

Value$247.8K (+$9.3K)

Filed 2026-10-30

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares286 from 286

Change0 (0%)

Value$17.6K (+$70)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$12.3K (+$49)

Filed 2026-10-30

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$12 ($0)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares53 from 52

Change+1 (+2%)

Value$3.3K (+$29)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.1K (+$5)

Filed 2026-10-23

Creative Financial Designs Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$246 (+$1)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 3,692

Change-3,692 (-100%)

Value$0 (-$227.0K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$15.3K)

Filed 2026-11-06

Medallion Wealth Advisors, LLC

N/A

Shares— from 25,774

Change-25,774 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,299

Change-24,299 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,277

Change-12,277 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 11,079

Change-11,079 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 10,672

Change-10,672 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 7,185

Change-7,185 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,547

Change-6,547 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,936

Change-5,936 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,341

Change-5,341 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 4,479

Change-4,479 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 4,397

Change-4,397 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 3,307

Change-3,307 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,118

Change-3,118 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,454

Change-2,454 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,227

Change-2,227 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,026

Change-2,026 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 2,012

Change-2,012 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,956

Change-1,956 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,610

Change-1,610 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 720

Change-720 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 159

Change-159 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 115

Change-115 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	168,159	150,270	+17,889	+12%	$9.2M	$10.4M	+$1.1M	2026-11-06
Tcfg Investment Advisors, LLC	DECREASED	8,765	8,845	-80	-1%	$542.7K	$539.9K	-$2.8K	2026-10-20
Carlson Financial, Inc.	DECREASED	5,527	5,577	-50	-1%	$342.2K	$340.5K	-$1.7K	2026-11-05
D.A. Davidson & Co.	UNCHANGED	4,934	4,934	0	0%	$302.7K	$303.9K	+$1.2K	2026-10-28
Key Client Fiduciary Advisors, LLC	DECREASED	4,156	4,181	-25	-1%	$256.5K	$256.0K	-$524	2026-10-19
Truist Financial Corp	INCREASED	4,023	3,887	+136	+4%	$238.5K	$247.8K	+$9.3K	2026-10-30
Plante Moran Financial Advisors, LLC	UNCHANGED	286	286	0	0%	$17.5K	$17.6K	+$70	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	200	200	0	0%	$12.3K	$12.3K	+$49	2026-10-30
Hazlett, Burt & Watson, Inc.	UNCHANGED	200	200	0	0%	$12	$12	$0	2026-11-04
Parallel Advisors, LLC	INCREASED	53	52	+1	+2%	$3.2K	$3.3K	+$29	2026-11-03
Dhjj Financial Advisors, Ltd.	UNCHANGED	18	18	0	0%	$1.1K	$1.1K	+$5	2026-10-23
Creative Financial Designs Inc	UNCHANGED	4	4	0	0%	$245	$246	+$1	2026-11-04
Cambridge Investment Research Advisors, Inc.	CLOSED	0	3,692	-3,692	-100%	$227.0K	$0	-$227.0K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	250	-250	-100%	$15.3K	$0	-$15.3K	2026-11-06
Medallion Wealth Advisors, LLC	N/A	—	25,774	-25,774	-100%	$756.6K	—	—	—
Jane Street Group, LLC	N/A	—	24,299	-24,299	-100%	$1.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	12,277	-12,277	-100%	$753.3K	—	—	—
AE Wealth Management LLC	N/A	—	11,079	-11,079	-100%	$679.8K	—	—	—
Morgan Stanley	N/A	—	10,672	-10,672	-100%	$654.8K	—	—	—
CreativeOne Wealth, LLC	N/A	—	7,185	-7,185	-100%	$440.8K	—	—	—
UBS Group AG	N/A	—	6,547	-6,547	-100%	$401.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,936	-5,936	-100%	$364.2K	—	—	—
Cetera Investment Advisers	N/A	—	5,341	-5,341	-100%	$327.7K	—	—	—
PFG Investments, LLC	N/A	—	4,800	-4,800	-100%	$294.5K	—	—	—
Flow Traders U.S. LLC	N/A	—	4,479	-4,479	-100%	$275.0K	—	—	—
Calton & Associates, Inc.	N/A	—	4,397	-4,397	-100%	$269.8K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	3,307	-3,307	-100%	$202.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,118	-3,118	-100%	$191.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,000	-3,000	-100%	$184.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,454	-2,454	-100%	$150.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,240	-2,240	-100%	$137.4K	—	—	—
Royal Bank of Canada	N/A	—	2,227	-2,227	-100%	$137.0K	—	—	—
IFG Advisory, LLC	N/A	—	2,026	-2,026	-100%	$124.3K	—	—	—
Regatta Research & Money Management	N/A	—	2,012	-2,012	-100%	$123.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,956	-1,956	-100%	$120.0K	—	—	—
Continuum Advisory, LLC	N/A	—	1,610	-1,610	-100%	$98.8K	—	—	—
Arax Advisory Partners	N/A	—	720	-720	-100%	$44.2K	—	—	—
Front Row Advisors LLC	N/A	—	400	-400	-100%	$26.4K	—	—	—
BlackRock, Inc.	N/A	—	159	-159	-100%	$9.8K	—	—	—
BFC Planning, Inc.	N/A	—	115	-115	-100%	$7.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	65	-65	-100%	$4.0K	—	—	—

Showing 41 of 41 institutions