Plante Moran Financial Advisors’s First Trust Dividend Strength ETF FTDS Stock Holding History

Plante Moran Financial 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
2026 Q2	$17.5K	Hold	286	–	–	﹤0.01%	485
2026 Q1	$17.3K	Hold	286	–	–	﹤0.01%	448
2025 Q4	$16.2K	Hold	286	–	–	﹤0.01%	487
2025 Q3	$15.9K	Hold	286	–	–	﹤0.01%	498
2025 Q2	$14.9K	Sell	286 -24	-8%	-$1.2K	﹤0.01%	512
2025 Q1	$15.8K	Hold	310	–	–	﹤0.01%	510
2024 Q4	$15.7K	Hold	310	–	–	﹤0.01%	526
2024 Q3	$16.1K	Hold	310	–	–	﹤0.01%	553
2024 Q2	$15.1K	Hold	310	–	–	﹤0.01%	521
2024 Q1	$15.6K	Hold	310	–	–	﹤0.01%	538
2023 Q4	$14.4K	Hold	310	–	–	﹤0.01%	507
2023 Q3	$13K	Hold	310	–	–	﹤0.01%	502
2023 Q2	$13.1K	Hold	310	–	–	﹤0.01%	512
2023 Q1	$13.1K	Hold	310	–	–	﹤0.01%	520
2022 Q4	$13.2K	Hold	310	–	–	﹤0.01%	536
2022 Q3	$12K	Hold	310	–	–	﹤0.01%	554
2022 Q2	$13K	Hold	310	–	–	﹤0.01%	554
2022 Q1	$15K	Hold	310	–	–	﹤0.01%	545
2021 Q4	$16K	Hold	310	–	–	﹤0.01%	601
2021 Q3	$15K	Hold	310	–	–	﹤0.01%	617
2021 Q2	$15K	Sell	310 -13	-4%	-$617	﹤0.01%	613
2021 Q1	$15K	Hold	323	–	–	﹤0.01%	576
2020 Q4	$13K	Hold	323	–	–	﹤0.01%	592
2020 Q3	$11K	Hold	323	–	–	﹤0.01%	590
2020 Q2	$10K	Hold	323	–	–	﹤0.01%	520
2020 Q1	$8K	Hold	323	–	–	﹤0.01%	522
2019 Q4	$12K	Hold	323	–	–	﹤0.01%	525
2019 Q3	$11K	Hold	323	–	–	﹤0.01%	573
2019 Q2	$11K	Hold	323	–	–	﹤0.01%	551
2019 Q1	$11K	Hold	323	–	–	﹤0.01%	537
2018 Q4	$9K	Hold	323	–	–	﹤0.01%	512
2018 Q3	$12K	Hold	323	–	–	﹤0.01%	480
2018 Q2	$11K	Hold	323	–	–	0.01%	533
2018 Q1	$11K	Hold	323	–	–	0.01%	587
2017 Q4	$11K	Buy	+323	New	+$10.4K	0.01%	577

Other funds holding FTDS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Plante Moran Financial Advisors's FTDS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its First Trust Dividend Strength ETF (FTDS) position steady in Q2 2026 at 286 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Plante Moran Financial Advisors first reported a position in FTDS in Q4 2017 and has held it in 35 quarters since. 40 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

Plante Moran Financial Advisors held 286 shares of First Trust Dividend Strength ETF worth $17.5K as of Q2 2026.
Plante Moran Financial Advisors left its First Trust Dividend Strength ETF share count unchanged in Q2 2026.
First Trust Dividend Strength ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #485 holding.
Plante Moran Financial Advisors first reported a position in First Trust Dividend Strength ETF in Q4 2017 and has held it in 35 quarters since.
40 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.