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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
2020
Q1 		– Sell
-400
Closed -$14K – 486
2019
Q4 		$14K Buy
+400
New +$13.9K ﹤0.01% 583

Other funds holding FTDS

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Institute for Wealth Management's FTDS Position: Q1 2020 in Review

Institute for Wealth Management sold out of First Trust Dividend Strength ETF (FTDS) in Q1 2020, closing a stake of 400 shares — an estimated $14K sold.

Institute for Wealth Management first reported a position in FTDS in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 15 funds tracked by Wall St. Rank hold FTDS as of Q1 2020.

  • Institute for Wealth Management reported no remaining First Trust Dividend Strength ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 400 First Trust Dividend Strength ETF shares in Q1 2020, an estimated $14K.
  • Institute for Wealth Management first reported a position in First Trust Dividend Strength ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's First Trust Dividend Strength ETF position peaked at $14K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.