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International Assets Investment Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-1,796
Closed -$87.6K – 2030
2024
Q2 		$87.6K Buy
+1,796
New +$87.9K 0.01% 985
2023
Q4 		– Sell
-63,146
Closed -$1.59M – 781
2023
Q3 		$1.59M Buy
+63,146
New +$2.73M 0.22% 96

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

International Assets Investment Management's FTDS Position: Q3 2024 in Review

International Assets Investment Management sold out of First Trust Dividend Strength ETF (FTDS) in Q3 2024, closing a stake of 1,796 shares — an estimated $87.6K sold.

International Assets Investment Management first reported a position in FTDS in Q3 2023 and held it in 2 quarters. The position peaked at $1.59M in Q3 2023. 19 funds tracked by Wall St. Rank hold FTDS as of Q3 2024.

  • International Assets Investment Management reported no remaining First Trust Dividend Strength ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,796 First Trust Dividend Strength ETF shares in Q3 2024, an estimated $87.6K.
  • International Assets Investment Management first reported a position in First Trust Dividend Strength ETF in Q3 2023 and held it in 2 quarters.
  • International Assets Investment Management's First Trust Dividend Strength ETF position peaked at $1.59M in Q3 2023.
  • 19 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.