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

Concurrent Investment Advisors’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	$1.71M	Buy	79,588 +13,585	+21%	+$297K	0.01%	769
2026 Q1	$1.38M	Buy	66,003 +7,010	+12%	+$150K	0.02%	742
2025 Q4	$1.21M	Buy	58,993 +2,043	+4%	+$41.1K	0.01%	744
2025 Q3	$1.12M	Buy	56,950 +17,510	+44%	+$344K	0.02%	620
2025 Q2	$758K	Buy	39,440 +6,361	+19%	+$116K	0.01%	687
2025 Q1	$571K	Buy	33,079 +4,769	+17%	+$79.5K	0.01%	709
2024 Q4	$461K	Sell	28,310 -1,746	-6%	-$29.6K	0.01%	690
2024 Q3	$528K	Sell	30,056 -4,192	-12%	-$69.7K	0.02%	603
2024 Q2	$538K	Buy	34,248 +262	+0.8%	+$4.19K	0.02%	563
2024 Q1	$542K	Sell	33,986 -2,014	-6%	-$31.8K	0.02%	527
2023 Q4	$580K	Buy	+36,000	New	+$541K	0.03%	464

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 22.9% 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

Concurrent Investment Advisors's FID Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) stake by 21% in Q2 2026, buying an estimated $297K and bringing the position to 79,588 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #769.

Concurrent Investment Advisors first reported a position in FID in Q4 2023 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold FID as of Q2 2026.

Concurrent Investment Advisors held 79,588 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $1.71M as of Q2 2026.
Concurrent Investment Advisors bought 13,585 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q2 2026, an estimated $297K.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #769 holding.
Concurrent Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2023 and has held it in 11 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.