Avantax Advisory Services’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Avantax Advisory Services’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
2022 Q1	–	Sell	-11,564	Closed	-$205K	–	1312
2021 Q4	$205K	Buy	11,564 +417	+4%	+$7.39K	﹤0.01%	1162
2021 Q3	$196K	Buy	11,147 +11	+0.1%	+$199	﹤0.01%	1115
2021 Q2	$204K	Buy	+11,136	New	+$205K	﹤0.01%	1075

Other funds holding FID

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avantax Advisory Services's FID Position: Q1 2022 in Review

Avantax Advisory Services sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q1 2022, closing a stake of 11,564 shares — an estimated $205K sold.

Avantax Advisory Services first reported a position in FID in Q2 2021 and held it in 3 quarters. The position peaked at $205K in Q4 2021. 33 funds tracked by Wall St. Rank hold FID as of Q1 2022.

Avantax Advisory Services reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 11,564 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q1 2022, an estimated $205K.
Avantax Advisory Services first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q2 2021 and held it in 3 quarters.
Avantax Advisory Services's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $205K in Q4 2021.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.