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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
2026
Q2 		$270K Buy
+4,397
New +$266K 0.04% 333
2018
Q1 		– Sell
-66
Closed -$2K – 675
2017
Q4 		$2K Buy
+66
New +$2.12K ﹤0.01% 1391

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Calton & Associates's FTDS Position: Q2 2026 in Review

Calton & Associates opened a new position in First Trust Dividend Strength ETF (FTDS) in Q2 2026: 4,397 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Calton & Associates previously reported a position in FTDS as recently as Q4 2017.

Calton & Associates first reported a position in FTDS in Q4 2017 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

  • Calton & Associates held 4,397 shares of First Trust Dividend Strength ETF worth $270K as of Q2 2026.
  • First Trust Dividend Strength ETF was a new Calton & Associates position in Q2 2026.
  • First Trust Dividend Strength ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #333 holding.
  • Calton & Associates first reported a position in First Trust Dividend Strength ETF in Q4 2017 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.