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Optivise Advisory Services’s Frontdoor FTDR Stock Holding History

Optivise Advisory Services’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
Q1 		– Sell
-3,641
Closed -$210K – 198
2025
Q4 		$210K Buy
3,641
+235
+7% +$13.8K 0.12% 186
2025
Q3 		$229K Buy
+3,406
New +$207K 0.14% 164

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Optivise Advisory Services's FTDR Position: Q1 2026 in Review

Optivise Advisory Services sold out of Frontdoor (FTDR) in Q1 2026, closing a stake of 3,641 shares — an estimated $210K sold.

Optivise Advisory Services first reported a position in FTDR in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 366 funds tracked by Wall St. Rank hold FTDR as of Q1 2026.

  • Optivise Advisory Services reported no remaining Frontdoor position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 3,641 Frontdoor shares in Q1 2026, an estimated $210K.
  • Optivise Advisory Services first reported a position in Frontdoor in Q3 2025 and held it in 2 quarters.
  • Optivise Advisory Services's Frontdoor position peaked at $229K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Frontdoor as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.