Carroll Financial Associates’s First Trust Dividend Strength ETF FTDS Stock Holding History

Carroll Financial 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
2021 Q4	$5K	Hold	109	–	–	﹤0.01%	1337
2021 Q3	$5K	Hold	109	–	–	﹤0.01%	1368
2021 Q2	$5K	Hold	109	–	–	﹤0.01%	1431
2021 Q1	$4K	Hold	109	–	–	﹤0.01%	1405
2020 Q4	$4K	Buy	+109	New	+$4.07K	﹤0.01%	1289

Other funds holding FTDS

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carroll Financial Associates's FTDS Position: Q4 2021 in Review

Carroll Financial Associates held its First Trust Dividend Strength ETF (FTDS) position steady in Q4 2021 at 109 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Carroll Financial Associates first reported a position in FTDS in Q4 2020 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold FTDS as of Q4 2021.

Carroll Financial Associates held 109 shares of First Trust Dividend Strength ETF worth $5K as of Q4 2021.
Carroll Financial Associates left its First Trust Dividend Strength ETF share count unchanged in Q4 2021.
First Trust Dividend Strength ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1337 holding.
Carroll Financial Associates first reported a position in First Trust Dividend Strength ETF in Q4 2020 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.