Root Financial Partners’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Root Financial Partners’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
2026 Q1	$129K	Hold	6,141	–	–	0.01%	470
2025 Q4	$126K	Sell	6,141 -276	-4%	-$5.55K	0.01%	390
2025 Q3	$126K	Buy	+6,417	New	+$126K	0.01%	369

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Root Financial Partners's FID Position: Q1 2026 in Review

Root Financial Partners held its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) position steady in Q1 2026 at 6,141 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #470.

Root Financial Partners first reported a position in FID in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold FID as of Q1 2026.

Root Financial Partners held 6,141 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $129K as of Q1 2026.
Root Financial Partners left its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #470 holding.
Root Financial Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q3 2025 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.