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

Orion Portfolio Solutions’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
2025 Q1	$1.19M	Sell	69,266 -2,142	-3%	-$35.7K	0.01%	984
2024 Q4	$1.16M	Buy	71,408 +2,516	+4%	+$42.7K	0.01%	964
2024 Q3	$1.21M	Sell	68,892 -6,518	-9%	-$108K	0.01%	948
2024 Q2	$1.19M	Sell	75,410 -4,609	-6%	-$73.7K	0.01%	908
2024 Q1	$1.28M	Sell	80,019 -6,658	-8%	-$105K	0.01%	874
2023 Q4	$1.39M	Sell	86,677 -12,246	-12%	-$184K	0.02%	797
2023 Q3	$1.45M	Sell	98,923 -17,815	-15%	-$273K	0.02%	750
2023 Q2	$1.8M	Buy	116,738 +57,442	+97%	+$908K	0.02%	709
2023 Q1	$931K	Buy	+59,296	New	+$939K	0.01%	906

Other funds holding FID

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Orion Portfolio Solutions's FID Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) stake by 3% in Q1 2025, selling an estimated $35.7K and leaving 69,266 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #984.

Orion Portfolio Solutions first reported a position in FID in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.8M in Q2 2023. 63 funds tracked by Wall St. Rank hold FID as of Q1 2025.

Orion Portfolio Solutions held 69,266 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $1.19M as of Q1 2025.
Orion Portfolio Solutions sold 2,142 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q1 2025, an estimated $35.7K.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #984 holding.
Orion Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $1.8M in Q2 2023.
63 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.