Raymond James Financial Services Advisors’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$422K	Buy	24,043 +4,018	+20%	+$66.8K	﹤0.01%	2734
2024 Q2	$315K	Sell	20,025 -2,705	-12%	-$43.2K	﹤0.01%	2839
2024 Q1	$363K	Sell	22,730 -196,347	-90%	-$3.1M	﹤0.01%	2732
2023 Q4	$3.53M	Buy	219,077 +973	+0.4%	+$14.6K	0.01%	1281
2023 Q3	$3.2M	Buy	218,104 +33,747	+18%	+$518K	0.01%	1236
2023 Q2	$2.84M	Buy	184,357 +149,865	+434%	+$2.37M	0.01%	1330
2023 Q1	$542K	Buy	34,492 +10,053	+41%	+$159K	﹤0.01%	2283
2022 Q4	$374K	Sell	24,439 -3,643	-13%	-$53.4K	﹤0.01%	2434
2022 Q3	$386K	Buy	28,082 +1,613	+6%	+$24.9K	﹤0.01%	2413
2022 Q2	$422K	Buy	26,469 +7,868	+42%	+$134K	﹤0.01%	2385
2022 Q1	$342K	Buy	+18,601	New	+$332K	﹤0.01%	2621

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 $495M AUM 8.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWA

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

Raymond James Financial Services Advisors's FID Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) stake by 20% in Q3 2024, buying an estimated $66.8K and bringing the position to 24,043 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Raymond James Financial Services Advisors first reported a position in FID in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.53M in Q4 2023. 57 funds tracked by Wall St. Rank hold FID as of Q3 2024.

Raymond James Financial Services Advisors held 24,043 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $422K as of Q3 2024.
Raymond James Financial Services Advisors bought 4,018 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q3 2024, an estimated $66.8K.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2734 holding.
Raymond James Financial Services Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q1 2022 and has held it in 11 quarters since.
Raymond James Financial Services Advisors's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $3.53M in Q4 2023.
57 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.