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

CoreCap 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
2024
Q1 		– Hold
0
– – – 2523
2022
Q4 		$9.7K Buy
+633
New +$9.28K ﹤0.01% 1551
2022
Q3 		– Sell
-619
Closed -$10K – 1052
2022
Q2 		$10K Buy
+619
New +$10.5K ﹤0.01% 1476
2022
Q1 		– Sell
-727
Closed -$13K – 1057
2021
Q4 		$13K Buy
+727
New +$12.9K ﹤0.01% 1463

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 $1.33B AUM 24% 1-Year Est. Return

CoreCap Advisors's FID Position: Q1 2024 in Review

CoreCap Advisors held its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) position steady in Q1 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

CoreCap Advisors first reported a position in FID in Q4 2021 and has held it in 3 quarters since. The position peaked at $13K in Q4 2021. 60 funds tracked by Wall St. Rank hold FID as of Q1 2024.

  • CoreCap Advisors held 0 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $1 as of Q1 2024.
  • CoreCap Advisors left its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF share count unchanged in Q1 2024.
  • First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q1 2024, its #2523 holding.
  • CoreCap Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $13K in Q4 2021.
  • 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 CoreCap Advisors's 13F filing for Q1 2024, filed 8 Aug 2024.