Benjamin F. Edwards & Company’s First Trust Dividend Strength ETF FTDS Stock Holding History

Benjamin F. Edwards & Company’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
2018 Q3	–	Sell	-670	Closed	-$23K	–	1610
2018 Q2	$23K	Hold	670	–	–	﹤0.01%	1052
2018 Q1	$22K	Hold	670	–	–	﹤0.01%	1042
2017 Q4	$22K	Hold	670	–	–	﹤0.01%	995
2017 Q3	$21K	Hold	670	–	–	﹤0.01%	972
2017 Q2	$20K	Buy	+670	New	+$19.6K	﹤0.01%	903

Other funds holding FTDS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return

Benjamin F. Edwards & Company's FTDS Position: Q3 2018 in Review

Benjamin F. Edwards & Company sold out of First Trust Dividend Strength ETF (FTDS) in Q3 2018, closing a stake of 670 shares — an estimated $23K sold.

Benjamin F. Edwards & Company first reported a position in FTDS in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q2 2018. 14 funds tracked by Wall St. Rank hold FTDS as of Q3 2018.

Benjamin F. Edwards & Company reported no remaining First Trust Dividend Strength ETF position as of Q3 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 670 First Trust Dividend Strength ETF shares in Q3 2018, an estimated $23K.
Benjamin F. Edwards & Company first reported a position in First Trust Dividend Strength ETF in Q2 2017 and held it in 5 quarters.
Benjamin F. Edwards & Company's First Trust Dividend Strength ETF position peaked at $23K in Q2 2018.
14 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q3 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2018, filed 29 Oct 2018.