Financial Advocates Investment Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-6,277	Closed	-$328K	–	251
2025 Q2	$328K	Hold	6,277	–	–	0.03%	475
2025 Q1	$320K	Sell	6,277 -15	-0.2%	-$773	0.02%	545
2024 Q4	$318K	Sell	6,292 -95	-1%	-$5.02K	0.02%	584
2024 Q3	$333K	Buy	6,387 +100	+2%	+$5.05K	0.02%	570
2024 Q2	$307K	Buy	6,287 +50	+0.8%	+$2.45K	0.02%	571
2024 Q1	$314K	Buy	6,237 +532	+9%	+$24.9K	0.02%	575
2023 Q4	$265K	Sell	5,705 -125	-2%	-$5.4K	0.02%	600
2023 Q3	$245K	Hold	5,830	–	–	0.02%	590
2023 Q2	$246K	Buy	5,830 +610	+12%	+$25K	0.02%	580
2023 Q1	$221K	Buy	+5,220	New	+$229K	0.02%	654

Other funds holding FTDS

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

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWM

TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Advocates Investment Management's FTDS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Dividend Strength ETF (FTDS) in Q3 2025, closing a stake of 6,277 shares — an estimated $328K sold.

Financial Advocates Investment Management first reported a position in FTDS in Q1 2023 and held it in 10 quarters. The position peaked at $333K in Q3 2024. 23 funds tracked by Wall St. Rank hold FTDS as of Q3 2025.

Financial Advocates Investment Management reported no remaining First Trust Dividend Strength ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 6,277 First Trust Dividend Strength ETF shares in Q3 2025, an estimated $328K.
Financial Advocates Investment Management first reported a position in First Trust Dividend Strength ETF in Q1 2023 and held it in 10 quarters.
Financial Advocates Investment Management's First Trust Dividend Strength ETF position peaked at $333K in Q3 2024.
23 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.