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

Gradient Investments’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 		– Sell
-977
Closed -$15.7K – 1433
2023
Q4 		$15.7K Sell
977
-2,416
-71% -$36.3K ﹤0.01% 741
2023
Q3 		$49.8K Sell
3,393
-500,302
-99% -$7.68M ﹤0.01% 507
2023
Q2 		$7.75M Buy
+503,695
New +$7.96M 0.2% 123

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

Gradient Investments's FID Position: Q1 2024 in Review

Gradient Investments sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q1 2024, closing a stake of 977 shares — an estimated $15.7K sold.

Gradient Investments first reported a position in FID in Q2 2023 and held it in 3 quarters. The position peaked at $7.75M in Q2 2023. 60 funds tracked by Wall St. Rank hold FID as of Q1 2024.

  • Gradient Investments reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 977 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q1 2024, an estimated $15.7K.
  • Gradient Investments 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 3 quarters.
  • Gradient Investments's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $7.75M in Q2 2023.
  • 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 Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.