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NewEdge Advisors’s First Trust Dividend Strength ETF FTDS Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-362
Closed -$15.4K – 3689
2022
Q4 		$15.4K Buy
+362
New +$15.5K ﹤0.01% 2214

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

NewEdge Advisors's FTDS Position: Q1 2023 in Review

NewEdge Advisors sold out of First Trust Dividend Strength ETF (FTDS) in Q1 2023, closing a stake of 362 shares — an estimated $15.4K sold.

NewEdge Advisors first reported a position in FTDS in Q4 2022 and held it in 1 quarter. The position peaked at $15.4K in Q4 2022. 18 funds tracked by Wall St. Rank hold FTDS as of Q1 2023.

  • NewEdge Advisors reported no remaining First Trust Dividend Strength ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 362 First Trust Dividend Strength ETF shares in Q1 2023, an estimated $15.4K.
  • NewEdge Advisors first reported a position in First Trust Dividend Strength ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's First Trust Dividend Strength ETF position peaked at $15.4K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.