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 Q3	$84.9K	Buy	+3,808	New	+$86.1K	﹤0.01%	819
2026 Q2	–	Sell	-6,141	Closed	-$129K	–	1372
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 $468B AUM 17.69% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return

Root Financial Partners's FID Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q3 2026: 3,808 shares worth $84.9K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FID as recently as Q1 2026.

Root Financial Partners first reported a position in FID in Q3 2025 and has held it in 4 quarters since. The position peaked at $129K in Q1 2026. 63 funds tracked by Wall St. Rank hold FID as of Q3 2026.

Root Financial Partners held 3,808 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $84.9K as of Q3 2026.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF was a new Root Financial Partners position in Q3 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 Q3 2026, its #819 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 4 quarters since.
Root Financial Partners's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $129K in Q1 2026.
63 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.