Regatta Research & Money Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

Regatta Research & Money 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	$123K	Buy	+2,012	New	+$122K	0.12%	159

Other funds holding FTDS

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

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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Regatta Research & Money Management's FTDS Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Dividend Strength ETF (FTDS) in Q2 2026: 2,012 shares worth $123K. The stake represents 0.12% of the portfolio and ranks #159 among its holdings.

26 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

Regatta Research & Money Management held 2,012 shares of First Trust Dividend Strength ETF worth $123K as of Q2 2026.
First Trust Dividend Strength ETF was a new Regatta Research & Money Management position in Q2 2026.
First Trust Dividend Strength ETF made up 0.12% of Regatta Research & Money Management's portfolio in Q2 2026, its #159 holding.
26 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.