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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-27,810
Closed -$424K 149
2023
Q2
$424K Buy
+27,810
New +$440K 0.15% 99

Other funds holding FID

Iams Wealth Management's FID Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) stake by 2.8% in Q2 2026, selling an estimated $6.36K and leaving 9,989 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #180.

Iams Wealth Management first reported a position in FID in Q4 2022 and has held it in 14 quarters since. The position peaked at $239K in Q3 2024. 4 funds tracked by Wall St. Rank hold FID as of Q2 2026.

  • Iams Wealth Management held 9,989 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $214K as of Q2 2026.
  • Iams Wealth Management sold 291 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q2 2026, an estimated $6.36K.
  • First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.06% of Iams Wealth Management's portfolio in Q2 2026, its #180 holding.
  • 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 has held it in 14 quarters since.
  • 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.
  • 4 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 Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.