IFP Advisors’s First Trust Dividend Strength ETF FTDS Stock Holding History

IFP Advisors’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 Q1	–	Sell	-2,095	Closed	-$71K	–	3770
2022 Q4	$71K	Hold	2,095	–	–	﹤0.01%	1990
2022 Q3	$71K	Hold	2,095	–	–	﹤0.01%	2109
2022 Q2	$71K	Hold	2,095	–	–	﹤0.01%	1915
2022 Q1	$71K	Buy	2,095 +1,785	+576%	+$85K	﹤0.01%	1915
2021 Q4	$16K	Sell	310 -40	-11%	-$1.99K	﹤0.01%	2042
2021 Q3	$16K	Hold	350	–	–	﹤0.01%	2081
2021 Q2	$17K	Hold	350	–	–	﹤0.01%	2002
2021 Q1	$16K	Hold	350	–	–	﹤0.01%	1934
2020 Q4	$14K	Hold	350	–	–	﹤0.01%	1925
2020 Q3	$12K	Hold	350	–	–	﹤0.01%	1836
2020 Q2	$11K	Buy	350 +200	+133%	+$5.76K	﹤0.01%	1781
2020 Q1	$4K	Buy	+150	New	+$4.81K	﹤0.01%	2142
2019 Q4	–	Sell	-3,893	Closed	-$132K	–	2934
2019 Q3	$132K	Buy	+3,893	New	+$131K	0.01%	924
2019 Q1	$97K	Buy	2,859 +2,753	+2,597%	+$89.4K	0.01%	694
2018 Q4	$3K	Buy	106 +28	+36%	+$907	﹤0.01%	3029
2018 Q3	$3K	Buy	+78	New	+$2.77K	﹤0.01%	3406
2017 Q4	–	Sell	-20	Closed	-$1K	–	3902
2017 Q3	$1K	Sell	20 -2,150	-99%	-$64.8K	﹤0.01%	3896
2017 Q2	$65K	Buy	+2,170	New	+$63.5K	﹤0.01%	1789
2016 Q2	–	Sell	-2,859	Closed	-$97K	–	3902
2016 Q1	$97K	Buy	+2,859	New	+$65.7K	0.01%	694

Other funds holding FTDS

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IFP Advisors's FTDS Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Dividend Strength ETF (FTDS) in Q1 2023, closing a stake of 2,095 shares — an estimated $71K sold.

IFP Advisors first reported a position in FTDS in Q1 2016 and held it in 19 quarters. The position peaked at $132K in Q3 2019. 18 funds tracked by Wall St. Rank hold FTDS as of Q1 2023.

IFP Advisors reported no remaining First Trust Dividend Strength ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2,095 First Trust Dividend Strength ETF shares in Q1 2023, an estimated $71K.
IFP Advisors first reported a position in First Trust Dividend Strength ETF in Q1 2016 and held it in 19 quarters.
IFP Advisors's First Trust Dividend Strength ETF position peaked at $132K in Q3 2019.
18 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.