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

ICA Group 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
2023
Q3 		– Sell
-100
Closed -$4.22K – 577
2023
Q2 		$4.22K Sell
100
-903
-90% -$37K ﹤0.01% 1011
2023
Q1 		$42.4K Buy
1,003
+600
+149% +$26.3K 0.01% 519
2022
Q4 		$17.1K Buy
+403
New +$17.2K ﹤0.01% 719

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

ICA Group Wealth Management's FTDS Position: Q3 2023 in Review

ICA Group Wealth Management sold out of First Trust Dividend Strength ETF (FTDS) in Q3 2023, closing a stake of 100 shares — an estimated $4.22K sold.

ICA Group Wealth Management first reported a position in FTDS in Q4 2022 and held it in 3 quarters. The position peaked at $42.4K in Q1 2023. 17 funds tracked by Wall St. Rank hold FTDS as of Q3 2023.

  • ICA Group Wealth Management reported no remaining First Trust Dividend Strength ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 100 First Trust Dividend Strength ETF shares in Q3 2023, an estimated $4.22K.
  • ICA Group Wealth Management first reported a position in First Trust Dividend Strength ETF in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's First Trust Dividend Strength ETF position peaked at $42.4K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.