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

Coppell Advisory Solutions Corp’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
Q1 		$237K Buy
+14,831
New +$234K 0.04% 229
2023
Q1 		$205K Buy
13,096
+2,366
+22% +$37.5K 0.07% 188
2022
Q4 		$164K Buy
+10,730
New +$157K 0.06% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Coppell Advisory Solutions Corp's FID Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q1 2024: 14,831 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FID as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FID in Q4 2022 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FID as of Q1 2024.

  • Coppell Advisory Solutions Corp held 14,831 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $237K as of Q1 2024.
  • First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #229 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2022 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.