None of the 29 investors followed here reported a position in FTDS in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a FTDS trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.9 | 4.4 | -3.4 | 3.1 | -4.5 | 3.2 | 5.1 | 2.8 | -7.1 | 3.0 | +12.3% | ||
| 2025 | 3.9 | -0.8 | -2.3 | -3.0 | 3.1 | 2.6 | 1.6 | 5.4 | -0.6 | -2.7 | 3.4 | 1.0 | +11.8% |
| 2024 | -1.3 | 3.1 | 6.5 | -4.2 | 2.6 | -1.5 | 5.7 | 1.7 | -0.7 | -0.5 | 6.3 | -8.3 | +8.9% |
| 2023 | 7.1 | -2.3 | -5.0 | -1.9 | -5.8 | 7.8 | 6.0 | -3.1 | -3.1 | -2.9 | 7.5 | 6.0 | +9.2% |
| 2022 | -8.2 | 2.2 | 4.1 | -9.0 | 2.9 | -11.5 | 8.5 | -2.3 | -9.5 | 9.2 | 5.6 | -5.7 | −15.5% |
| 2021 | 2.6 | 5.8 | 3.1 | 4.1 | 1.6 | -1.0 | 0.8 | 2.7 | -4.2 | 5.8 | -2.6 | 3.4 | +23.8% |
| 2020 | -2.6 | -9.9 | -22.3 | 15.9 | 6.9 | 2.4 | 3.9 | 5.7 | -3.3 | 2.3 | 16.4 | 2.9 | +12.7% |
| 2019 | 9.7 | 4.3 | -0.6 | 3.0 | -6.8 | 6.1 | 1.4 | -4.7 | 2.2 | 1.3 | 4.2 | 1.8 | +22.8% |
| 2018 | 3.5 | -2.3 | -1.9 | 0.5 | 3.6 | -0.1 | 2.1 | 4.1 | -1.0 | -8.9 | 0.5 | -10.9 | −11.3% |
| 2017 | 1.2 | 3.6 | -0.2 | 0.8 | -0.3 | 2.2 | 1.1 | -0.9 | 3.5 | 2.7 | 2.8 | 1.1 | +19.0% |
| 2016 | -7.7 | 1.4 | 6.9 | 2.2 | -0.4 | -0.8 | 5.6 | 0.5 | -0.0 | -3.2 | 7.7 | 1.2 | +13.2% |
| 2015 | 4.8 | -0.4 | 0.3 | 0.3 | -2.1 | 0.5 | -5.3 | -4.0 | 5.0 | 0.8 | -3.4 | −4.0% | |
| 2014 | — |
The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the common stocks and real estate investment trusts (“REITs”) that comprise the index. The index is designed to provide exposure to well-capitalized companies with a history of increasing their dividends. The term “well-capitalized” reflects companies that have strong balance sheets with durable cash flow and a record of profitability.
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