Fort Point Capital Partners’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Fort Point Capital Partners’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 Q2	$292K	Hold	13,593	–	–	0.02%	213
2026 Q1	$285K	Hold	13,593	–	–	0.03%	189
2025 Q4	$284K	Hold	13,593	–	–	0.03%	198
2025 Q3	$268K	Hold	13,593	–	–	0.03%	192
2025 Q2	$261K	Hold	13,593	–	–	0.02%	291
2025 Q1	$234K	Sell	13,593 -527	-4%	-$8.78K	0.03%	289
2024 Q4	$230K	Sell	14,120 -24,251	-63%	-$412K	0.03%	285
2024 Q3	$674K	Sell	38,371 -1,399	-4%	-$23.3K	0.08%	151
2024 Q2	$625K	Sell	39,770 -6,377	-14%	-$102K	0.08%	171
2024 Q1	$736K	Sell	46,147 -9,981	-18%	-$157K	0.1%	148
2023 Q4	$905K	Sell	56,128 -35,011	-38%	-$526K	0.13%	112
2023 Q3	$1.34M	Sell	91,139 -202,181	-69%	-$3.1M	0.2%	80
2023 Q2	$4.51M	Sell	293,320 -51,904	-15%	-$821K	0.64%	31
2023 Q1	$5.42M	Buy	345,224 +7,174	+2%	+$114K	0.82%	34
2022 Q4	$5.18M	Sell	338,050 -130,160	-28%	-$1.91M	0.81%	34
2022 Q3	$6.43M	Sell	468,210 -101,984	-18%	-$1.57M	1.07%	24
2022 Q2	$9.1M	Sell	570,194 -58,643	-9%	-$998K	1.49%	16
2022 Q1	$11.6M	Buy	628,837 +7,066	+1%	+$126K	1.61%	14
2021 Q4	$11M	Sell	621,771 -18,976	-3%	-$336K	1.48%	14
2021 Q3	$11.2M	Sell	640,747 -91,715	-13%	-$1.66M	1.68%	14
2021 Q2	$13.3M	Buy	732,462 +112,649	+18%	+$2.08M	2.44%	13
2021 Q1	$10.9M	Buy	619,813 +169,139	+38%	+$2.89M	2.35%	13
2020 Q4	$7.33M	Buy	450,674 +76,341	+20%	+$1.17M	1.68%	14
2020 Q3	$5.3M	Buy	+374,333	New	+$5.44M	1.34%	20

Other funds holding FID

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fort Point Capital Partners's FID Position: Q2 2026 in Review

Fort Point Capital Partners held its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) position steady in Q2 2026 at 13,593 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #213.

Fort Point Capital Partners first reported a position in FID in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.3M in Q2 2021. 73 funds tracked by Wall St. Rank hold FID as of Q2 2026.

Fort Point Capital Partners held 13,593 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $292K as of Q2 2026.
Fort Point Capital Partners left its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #213 holding.
Fort Point Capital Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q3 2020 and has held it in 24 quarters since.
Fort Point Capital Partners's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $13.3M in Q2 2021.
73 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.