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NBC Securities’s First Trust Dividend Strength ETF FTDS Stock Holding History

NBC Securities’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
2023
Q4 		– Sell
-361
Closed -$15K – 2156
2023
Q3 		$15K Buy
+361
New +$15.6K ﹤0.01% 1567

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NBC Securities's FTDS Position: Q4 2023 in Review

NBC Securities sold out of First Trust Dividend Strength ETF (FTDS) in Q4 2023, closing a stake of 361 shares — an estimated $15K sold.

NBC Securities first reported a position in FTDS in Q3 2023 and held it in 1 quarter. The position peaked at $15K in Q3 2023. 15 funds tracked by Wall St. Rank hold FTDS as of Q4 2023.

  • NBC Securities reported no remaining First Trust Dividend Strength ETF position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 361 First Trust Dividend Strength ETF shares in Q4 2023, an estimated $15K.
  • NBC Securities first reported a position in First Trust Dividend Strength ETF in Q3 2023 and held it in 1 quarter.
  • NBC Securities's First Trust Dividend Strength ETF position peaked at $15K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.