Realta Investment Advisors’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Realta Investment 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	–	Sell	-1,300	Closed	-$20.4K	–	481
2024 Q2	$20.4K	Buy	1,300 +27	+2%	+$432	﹤0.01%	618
2024 Q1	$20.3K	Buy	+1,273	New	+$20.1K	﹤0.01%	638
2023 Q4	–	Sell	-1,244	Closed	-$19.1K	–	533
2023 Q3	$19.1K	Hold	1,244	–	–	﹤0.01%	619
2023 Q2	$19.1K	Buy	+1,244	New	+$19.7K	﹤0.01%	662
2023 Q1	–	Sell	-1,217	Closed	-$18.6K	–	539
2022 Q4	$18.6K	Buy	1,217 +16	+1%	+$235	﹤0.01%	652
2022 Q3	$17K	Buy	+1,201	New	+$18.5K	﹤0.01%	630

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

Realta Investment Advisors's FID Position: Q3 2024 in Review

Realta Investment Advisors sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q3 2024, closing a stake of 1,300 shares — an estimated $20.4K sold.

Realta Investment Advisors first reported a position in FID in Q3 2022 and held it in 6 quarters. The position peaked at $20.4K in Q2 2024. 57 funds tracked by Wall St. Rank hold FID as of Q3 2024.

Realta Investment Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,300 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q3 2024, an estimated $20.4K.
Realta Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $20.4K in Q2 2024.
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 Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.