JFS Wealth Advisors’s Frontdoor FTDR Stock Holding History

JFS Wealth Advisors’s Portfolio FTDR Stock Details FTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.49K	Buy	45 +8	+22%	+$512	﹤0.01%	1427
2026 Q1	$1.96K	Buy	37 +3	+9%	+$179	﹤0.01%	1510
2025 Q4	$1.96K	Buy	34 +3	+10%	+$176	﹤0.01%	1550
2025 Q3	$2.09K	Sell	31 -21	-40%	-$1.28K	﹤0.01%	1426
2025 Q2	$3.06K	Sell	52 -3	-5%	-$150	﹤0.01%	1262
2025 Q1	$2.11K	Buy	55 +2	+4%	+$102	﹤0.01%	1447
2024 Q4	$2.9K	Hold	53	–	–	﹤0.01%	1334
2024 Q3	$2.54K	Buy	53 +1	+2%	+$43	﹤0.01%	1387
2024 Q2	$1.76K	Hold	52	–	–	﹤0.01%	1488
2024 Q1	$1.7K	Sell	52 -1	-2%	-$32	﹤0.01%	1504
2023 Q4	$1.87K	Buy	53 +1	+2%	+$33	﹤0.01%	1470
2023 Q3	$1.59K	Hold	52	–	–	﹤0.01%	1450
2023 Q2	$1.66K	Hold	52	–	–	﹤0.01%	1455
2023 Q1	$1.45K	Buy	52 +17	+49%	+$449	﹤0.01%	1475
2022 Q4	$728	Buy	35 +30	+600%	+$659	﹤0.01%	1670
2022 Q3	$0	Sell	5 -44	-90%	-$1.08K	﹤0.01%	1794
2022 Q2	$1K	Buy	49 +28	+133%	+$756	﹤0.01%	1527
2022 Q1	$1K	Buy	21 +8	+62%	+$266	﹤0.01%	1637
2021 Q4	$0	Buy	+13	New	+$494	﹤0.01%	1769

Other funds holding FTDR

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return