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Nicholas Wealth Files ETF Targeting “True Shareholder Yield”

The Fitz-Gerald Must Have Dividend Portfolio® ETF (DITZ) will use its Must Have Dividend Portfolio framework to select 20–40 dividend-paying stocks. Rather than focusing solely on dividends, the strategy targets “true shareholder yield,” combining dividends, share buybacks and debt reduction. Companies are screened across five structural themes—Digitalization, Defense, Diffusion, Distribution and Dislocation—with emphasis on strong free cash flow and durable competitive advantages. The actively-managed fund expects to favor large- and mid-cap stocks, rebalance at least three times annually and pay quarterly dividends.

At a glance
Beat
Filings
Issuer
Nicholas Wealth
Region
United States
Filed
31 August 2026

Source: SEC Filings

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