CF
FID icon

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

Carlson Financial’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
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carlson Financial's FID Position: Q2 2026 in Review

Carlson Financial 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 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 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 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's portfolio in Q2 2026, its #93 holding.
  • Carlson Financial 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's 13F filing for Q2 2026, filed 24 Aug 2026.