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Bright Futures Wealth Management’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Bright Futures Wealth Management’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
2024
Q4 		– Sell
-16,631
Closed -$284K – 161
2024
Q3 		$284K Buy
16,631
+1,789
+12% +$29.8K 0.14% 176
2024
Q2 		$238K Hold
14,842
– – 0.13% 180
2024
Q1 		$231K Buy
+14,842
New +$234K 0.13% 178

Other funds holding FID

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

Bright Futures Wealth Management's FID Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q4 2024, closing a stake of 16,631 shares — an estimated $284K sold.

Bright Futures Wealth Management first reported a position in FID in Q1 2024 and held it in 3 quarters. The position peaked at $284K in Q3 2024. 59 funds tracked by Wall St. Rank hold FID as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 16,631 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q4 2024, an estimated $284K.
  • Bright Futures Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $284K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.