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

EPG Wealth Management’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 Q2	–	Hold	0	–	–	–	288
2024 Q1	–	Sell	-4,834	Closed	-$73.3K	–	447
2023 Q4	$73.3K	Hold	4,834	–	–	0.02%	280
2023 Q3	$71K	Hold	4,834	–	–	0.02%	278
2023 Q2	$74.3K	Hold	4,834	–	–	0.02%	274
2023 Q1	$75.9K	Hold	4,834	–	–	0.02%	276
2022 Q4	$74.1K	Hold	4,834	–	–	0.03%	248
2022 Q3	$66K	Buy	+4,834	New	+$74.6K	0.03%	247

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

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

HPC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's FID Position: Q2 2024 in Review

EPG Wealth Management held its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) position steady in Q2 2024 at 0 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #288.

EPG Wealth Management first reported a position in FID in Q3 2022 and has held it in 6 quarters since. The position peaked at $75.9K in Q1 2023. 58 funds tracked by Wall St. Rank hold FID as of Q2 2024.

EPG Wealth Management held 0 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $76K as of Q2 2024.
EPG Wealth Management left its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF share count unchanged in Q2 2024.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.02% of EPG Wealth Management's portfolio in Q2 2024, its #288 holding.
EPG Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q3 2022 and has held it in 6 quarters since.
EPG Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $75.9K in Q1 2023.
58 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.