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

Money Concepts Capital’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
2023
Q1 		– Sell
-2,320
Closed -$35.5K – 1315
2022
Q4 		$35.5K Buy
+2,320
New +$34K ﹤0.01% 1381
2022
Q2 		– Sell
-3,224
Closed -$59K – 1834
2022
Q1 		$59K Buy
+3,224
New +$57.5K ﹤0.01% 1169

Other funds holding FID

LSA
Lansing Street Advisors Ambler, Pennsylvania $397M AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Money Concepts Capital's FID Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q1 2023, closing a stake of 2,320 shares — an estimated $35.5K sold.

Money Concepts Capital first reported a position in FID in Q1 2022 and held it in 2 quarters. The position peaked at $59K in Q1 2022. 50 funds tracked by Wall St. Rank hold FID as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,320 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q1 2023, an estimated $35.5K.
  • Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $59K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.