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AE Wealth Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

AE Wealth Management’s Portfolio FTDS Stock Details FTDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$680K Buy
11,079
+936
+9% +$56.7K ﹤0.01% 1078
2026
Q1 		$612K Sell
10,143
-428
-4% -$25.9K ﹤0.01% 1009
2025
Q4 		$597K Buy
10,571
+1,368
+15% +$75.9K ﹤0.01% 975
2025
Q3 		$512K Buy
9,203
+1,541
+20% +$84.1K ﹤0.01% 967
2025
Q2 		$400K Buy
7,662
+1,435
+23% +$72K ﹤0.01% 1005
2025
Q1 		$317K Buy
6,227
+81
+1% +$4.17K ﹤0.01% 1062
2024
Q4 		$311K Buy
6,146
+1,492
+32% +$78.8K ﹤0.01% 1087
2024
Q3 		$242K Buy
+4,654
New +$235K ﹤0.01% 1107

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

AE Wealth Management's FTDS Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Dividend Strength ETF (FTDS) stake by 9.2% in Q2 2026, buying an estimated $56.7K and bringing the position to 11,079 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

AE Wealth Management first reported a position in FTDS in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

  • AE Wealth Management held 11,079 shares of First Trust Dividend Strength ETF worth $680K as of Q2 2026.
  • AE Wealth Management bought 936 First Trust Dividend Strength ETF shares in Q2 2026, an estimated $56.7K.
  • First Trust Dividend Strength ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • AE Wealth Management first reported a position in First Trust Dividend Strength ETF in Q3 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.