TWM
FTDS icon

TCFG Wealth Management’s First Trust Dividend Strength ETF FTDS Stock Holding History

TCFG Wealth 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
Q1 		$534K Buy
8,845
+35
+0.4% +$2.12K 0.2% 121
2025
Q4 		$498K Buy
8,810
+218
+3% +$12.1K 0.19% 132
2025
Q3 		$478K Buy
8,592
+19
+0.2% +$1.04K 0.19% 139
2025
Q2 		$448K Sell
8,573
-57
-0.7% -$2.86K 0.2% 135
2025
Q1 		$439K Buy
8,630
+80
+0.9% +$4.12K 0.22% 114
2024
Q4 		$432K Sell
8,550
-11
-0.1% -$581 0.22% 115
2024
Q3 		$446K Buy
+8,561
New +$432K 0.22% 106

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

TCFG Wealth Management's FTDS Position: Q1 2026 in Review

TCFG Wealth Management increased its First Trust Dividend Strength ETF (FTDS) stake by 0.4% in Q1 2026, buying an estimated $2.12K and bringing the position to 8,845 shares worth $534K. The position accounts for 0.2% of the portfolio, ranked #121.

TCFG Wealth Management first reported a position in FTDS in Q3 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold FTDS as of Q1 2026.

  • TCFG Wealth Management held 8,845 shares of First Trust Dividend Strength ETF worth $534K as of Q1 2026.
  • TCFG Wealth Management bought 35 First Trust Dividend Strength ETF shares in Q1 2026, an estimated $2.12K.
  • First Trust Dividend Strength ETF made up 0.2% of TCFG Wealth Management's portfolio in Q1 2026, its #121 holding.
  • TCFG Wealth Management first reported a position in First Trust Dividend Strength ETF in Q3 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.