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

Equitable Holdings’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
2023
Q4 		– Sell
-11,480
Closed -$169K – 1144
2023
Q3 		$169K Sell
11,480
-300
-3% -$4.6K ﹤0.01% 1020
2023
Q2 		$181K Buy
+11,780
New +$186K ﹤0.01% 996

Other funds holding FID

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Equitable Holdings's FID Position: Q4 2023 in Review

Equitable Holdings sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q4 2023, closing a stake of 11,480 shares — an estimated $169K sold.

Equitable Holdings first reported a position in FID in Q2 2023 and held it in 2 quarters. The position peaked at $181K in Q2 2023. 58 funds tracked by Wall St. Rank hold FID as of Q4 2023.

  • Equitable Holdings reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q4 2023 after selling out during the quarter.
  • Equitable Holdings sold 11,480 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q4 2023, an estimated $169K.
  • Equitable Holdings first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q2 2023 and held it in 2 quarters.
  • Equitable Holdings's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $181K in Q2 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 Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.