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Calton & Associates’s First Trust Dividend Strength ETF FTDS Stock Holding History

Calton & Associates’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
Q1 		– Sell
-66
Closed -$2K – 675
2017
Q4 		$2K Buy
+66
New +$2.12K ﹤0.01% 1391

Other funds holding FTDS

SBA
Seven Bridges Advisors New York $9.75M AUM 16.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Calton & Associates's FTDS Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Dividend Strength ETF (FTDS) in Q1 2018, closing a stake of 66 shares — an estimated $2K sold.

Calton & Associates first reported a position in FTDS in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 16 funds tracked by Wall St. Rank hold FTDS as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Dividend Strength ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 66 First Trust Dividend Strength ETF shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in First Trust Dividend Strength ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Dividend Strength ETF position peaked at $2K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.