BFC Planning, Inc.’s First Trust Dividend Strength ETF FTDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.06K Buy
+115
New +$6.96K ﹤0.01% 2533
2026
Q1
– Sell
-3,127
Closed -$177K – 3134
2025
Q4
$177K Buy
+3,127
New +$173K 0.01% 912

Other funds holding FTDS

BFC Planning, Inc.'s FTDS Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Dividend Strength ETF (FTDS) in Q2 2026: 115 shares worth $7.06K. The stake represents ﹤0.01% of the portfolio and ranks #2533 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in FTDS as recently as Q4 2025.

BFC Planning, Inc. first reported a position in FTDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $177K in Q4 2025. 41 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

  • BFC Planning, Inc. held 115 shares of First Trust Dividend Strength ETF worth $7.06K as of Q2 2026.
  • First Trust Dividend Strength ETF was a new BFC Planning, Inc. position in Q2 2026.
  • First Trust Dividend Strength ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2533 holding.
  • BFC Planning, Inc. first reported a position in First Trust Dividend Strength ETF in Q4 2025 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s First Trust Dividend Strength ETF position peaked at $177K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.