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World Equity Group’s First Trust Dividend Strength ETF FTDS Stock Holding History

World Equity Group’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
2024
Q3 		– Sell
-12,121
Closed -$591K – 282
2024
Q2 		$591K Buy
+12,121
New +$593K 0.18% 142

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Envestnet Asset Management
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TWM
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UBS Group
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FAIM
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AWM
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

World Equity Group's FTDS Position: Q3 2024 in Review

World Equity Group sold out of First Trust Dividend Strength ETF (FTDS) in Q3 2024, closing a stake of 12,121 shares — an estimated $591K sold.

World Equity Group first reported a position in FTDS in Q2 2024 and held it in 1 quarter. The position peaked at $591K in Q2 2024. 19 funds tracked by Wall St. Rank hold FTDS as of Q3 2024.

  • World Equity Group reported no remaining First Trust Dividend Strength ETF position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 12,121 First Trust Dividend Strength ETF shares in Q3 2024, an estimated $591K.
  • World Equity Group first reported a position in First Trust Dividend Strength ETF in Q2 2024 and held it in 1 quarter.
  • World Equity Group's First Trust Dividend Strength ETF position peaked at $591K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.