CARLSON FINANCIAL, INC.’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio FID Stock Details FID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$463K	Buy	21,563 +1,582	+8%	+$34.6K	0.24%	93
2026 Q1	$419K	Buy	19,981 +2,006	+11%	+$42.9K	0.25%	97
2025 Q4	$369K	Buy	+17,975	New	+$362K	0.21%	108

Other funds holding FID

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s FID Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) stake by 7.9% in Q2 2026, buying an estimated $34.6K and bringing the position to 21,563 shares worth $463K. The position accounts for 0.24% of the portfolio, ranked #93.

CARLSON FINANCIAL, INC. first reported a position in FID in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold FID as of Q2 2026.

CARLSON FINANCIAL, INC. held 21,563 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $463K as of Q2 2026.
CARLSON FINANCIAL, INC. bought 1,582 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q2 2026, an estimated $34.6K.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.24% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #93 holding.
CARLSON FINANCIAL, INC. first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.