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Winslow Evans & Crocker’s First Trust Dividend Strength ETF FTDS Stock Holding History

Winslow Evans & Crocker’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
2020
Q3 		– Sell
-21,732
Closed -$400K – 1115
2020
Q2 		$400K Buy
+21,732
New +$626K 0.11% 184

Other funds holding FTDS

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Winslow Evans & Crocker's FTDS Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of First Trust Dividend Strength ETF (FTDS) in Q3 2020, closing a stake of 21,732 shares — an estimated $400K sold.

Winslow Evans & Crocker first reported a position in FTDS in Q2 2020 and held it in 1 quarter. The position peaked at $400K in Q2 2020. 15 funds tracked by Wall St. Rank hold FTDS as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining First Trust Dividend Strength ETF position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 21,732 First Trust Dividend Strength ETF shares in Q3 2020, an estimated $400K.
  • Winslow Evans & Crocker first reported a position in First Trust Dividend Strength ETF in Q2 2020 and held it in 1 quarter.
  • Winslow Evans & Crocker's First Trust Dividend Strength ETF position peaked at $400K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.