Disciplined Equity Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

Disciplined Equity 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
2026 Q1	–	Sell	-266	Closed	-$15K	–	48
2025 Q4	$15K	Sell	266 -130	-33%	-$7.21K	0.01%	53
2025 Q3	$22K	Sell	396 -140	-26%	-$7.64K	0.01%	50
2025 Q2	$28K	Sell	536 -99	-16%	-$4.97K	0.02%	53
2025 Q1	$32.3K	Sell	635 -165	-21%	-$8.5K	0.02%	54
2024 Q4	$40.4K	Sell	800 -183	-19%	-$9.66K	0.03%	55
2024 Q3	$51.2K	Hold	983	–	–	0.03%	55
2024 Q2	$47.9K	Buy	+983	New	+$48.1K	0.03%	56

Other funds holding FTDS

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Disciplined Equity Management's FTDS Position: Q1 2026 in Review

Disciplined Equity Management sold out of First Trust Dividend Strength ETF (FTDS) in Q1 2026, closing a stake of 266 shares — an estimated $15K sold.

Disciplined Equity Management first reported a position in FTDS in Q2 2024 and held it in 7 quarters. The position peaked at $51.2K in Q3 2024. 33 funds tracked by Wall St. Rank hold FTDS as of Q1 2026.

Disciplined Equity Management reported no remaining First Trust Dividend Strength ETF position as of Q1 2026 after selling out during the quarter.
Disciplined Equity Management sold 266 First Trust Dividend Strength ETF shares in Q1 2026, an estimated $15K.
Disciplined Equity Management first reported a position in First Trust Dividend Strength ETF in Q2 2024 and held it in 7 quarters.
Disciplined Equity Management's First Trust Dividend Strength ETF position peaked at $51.2K in Q3 2024.
33 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2026.

Based on Disciplined Equity Management's 13F filing for Q1 2026, filed 28 Apr 2026.