Iams Wealth Management
FID icon

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

Iams 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
2026
Q3 		– Sell
-9,989
Closed -$214K – 195
2026
Q2 		$214K Sell
9,989
-291
-3% -$6.36K 0.06% 180
2026
Q1 		$215K Sell
10,280
-242
-2% -$5.18K 0.08% 182
2025
Q4 		$216K Sell
10,522
-562
-5% -$11.3K 0.08% 183
2025
Q3 		$218K Buy
11,084
+202
+2% +$3.97K 0.09% 174
2025
Q2 		$209K Sell
10,882
-1,679
-13% -$30.6K 0.1% 161
2025
Q1 		$217K Sell
12,561
-1,025
-8% -$17.1K 0.1% 151
2024
Q4 		$221K Sell
13,586
-16
-0.1% -$272 0.1% 157
2024
Q3 		$239K Buy
13,602
+2,270
+20% +$37.7K 0.12% 139
2024
Q2 		$178K Sell
11,332
-3,342
-23% -$53.4K 0.1% 137
2024
Q1 		$229K Buy
14,674
+560
+4% +$8.83K 0.14% 107
2023
Q4 		$228K Sell
14,114
-70
-0.5% -$1.05K 0.15% 107
2023
Q3 		$208K Buy
+14,184
New +$218K 0.14% 109
2023
Q2 		– Sell
-13,515
Closed -$214K – 158
2023
Q1 		$212K Sell
13,515
-1,284
-9% -$20.3K 0.18% 102
2022
Q4 		$227K Buy
+14,799
New +$217K 0.23% 90

Other funds holding FID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Entruity Wealth
Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Iams Wealth Management's FID Position: Q3 2026 in Review

Iams Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q3 2026, closing a stake of 9,989 shares — an estimated $214K sold.

Iams Wealth Management first reported a position in FID in Q4 2022 and held it in 14 quarters. The position peaked at $239K in Q3 2024. 38 funds tracked by Wall St. Rank hold FID as of Q3 2026.

  • Iams Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q3 2026 after selling out during the quarter.
  • Iams Wealth Management sold 9,989 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q3 2026, an estimated $214K.
  • Iams Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2022 and held it in 14 quarters.
  • Iams Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $239K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.