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

CreativeOne Wealth’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
Q1 		$516K Sell
8,550
-310
-3% -$18.8K 0.01% 798
2025
Q4 		$501K Sell
8,860
-918
-9% -$50.9K 0.01% 790
2025
Q3 		$543K Buy
+9,778
New +$533K 0.01% 745

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CreativeOne Wealth's FTDS Position: Q1 2026 in Review

CreativeOne Wealth reduced its First Trust Dividend Strength ETF (FTDS) stake by 3.5% in Q1 2026, selling an estimated $18.8K and leaving 8,550 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #798.

CreativeOne Wealth first reported a position in FTDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $543K in Q3 2025. 33 funds tracked by Wall St. Rank hold FTDS as of Q1 2026.

  • CreativeOne Wealth held 8,550 shares of First Trust Dividend Strength ETF worth $516K as of Q1 2026.
  • CreativeOne Wealth sold 310 First Trust Dividend Strength ETF shares in Q1 2026, an estimated $18.8K.
  • First Trust Dividend Strength ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #798 holding.
  • CreativeOne Wealth first reported a position in First Trust Dividend Strength ETF in Q3 2025 and has held it in 3 quarters since.
  • CreativeOne Wealth's First Trust Dividend Strength ETF position peaked at $543K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.