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 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 $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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

HPC

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

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

Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Concurrent Investment Advisors's FID Position: Q1 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 12% in Q1 2026, buying an estimated $150K and bringing the position to 66,003 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #742.

Concurrent Investment Advisors first reported a position in FID in Q4 2023 and has held it in 10 quarters since. 70 funds tracked by Wall St. Rank hold FID as of Q1 2026.

Concurrent Investment Advisors held 66,003 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $1.38M as of Q1 2026.
Concurrent Investment Advisors bought 7,010 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q1 2026, an estimated $150K.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #742 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 10 quarters since.
70 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.