IGWM
FID icon

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

ICA Group 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
2024
Q2 		– Sell
-1,277
Closed -$20.4K – 957
2024
Q1 		$20.4K Sell
1,277
-418
-25% -$6.59K ﹤0.01% 749
2023
Q4 		$27.3K Buy
+1,695
New +$25.5K 0.01% 647

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
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ICA Group Wealth Management's FID Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q2 2024, closing a stake of 1,277 shares — an estimated $20.4K sold.

ICA Group Wealth Management first reported a position in FID in Q4 2023 and held it in 2 quarters. The position peaked at $27.3K in Q4 2023. 58 funds tracked by Wall St. Rank hold FID as of Q2 2024.

  • ICA Group Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,277 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q2 2024, an estimated $20.4K.
  • ICA Group Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $27.3K in Q4 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 Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.