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

Concert 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
2016
Q4 		– Sell
-400
Closed -$11K – 634
2016
Q3 		$11K Buy
+400
New +$10.4K ﹤0.01% 938

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Concert Wealth Management's FTDS Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust Dividend Strength ETF (FTDS) in Q4 2016, closing a stake of 400 shares — an estimated $11K sold.

Concert Wealth Management first reported a position in FTDS in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 13 funds tracked by Wall St. Rank hold FTDS as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust Dividend Strength ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 400 First Trust Dividend Strength ETF shares in Q4 2016, an estimated $11K.
  • Concert Wealth Management first reported a position in First Trust Dividend Strength ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust Dividend Strength ETF position peaked at $11K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.