IFWM
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Institute for Wealth Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

Institute for 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
2026
Q2 		$15.3K Buy
+250
New +$15.1K ﹤0.01% 1209
2020
Q1 		– Sell
-400
Closed -$14K – 486
2019
Q4 		$14K Buy
+400
New +$13.9K ﹤0.01% 583

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Institute for Wealth Management's FTDS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Dividend Strength ETF (FTDS) in Q2 2026: 250 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FTDS as recently as Q4 2019.

Institute for Wealth Management first reported a position in FTDS in Q4 2019 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

  • Institute for Wealth Management held 250 shares of First Trust Dividend Strength ETF worth $15.3K as of Q2 2026.
  • First Trust Dividend Strength ETF was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Dividend Strength ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1209 holding.
  • Institute for Wealth Management first reported a position in First Trust Dividend Strength ETF in Q4 2019 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.