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

Steward Partners Investment Advisory’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	$189K	Hold	9,000	–	–	﹤0.01%	2051
2025 Q4	$185K	Hold	9,000	–	–	﹤0.01%	1965
2025 Q3	$177K	Hold	9,000	–	–	﹤0.01%	1932
2025 Q2	$173K	Hold	9,000	–	–	﹤0.01%	1828
2025 Q1	$155K	Hold	9,000	–	–	﹤0.01%	1768
2024 Q4	$147K	Hold	9,000	–	–	﹤0.01%	1782
2024 Q3	$158K	Buy	9,000 +1,500	+20%	+$24.9K	﹤0.01%	1645
2024 Q2	$118K	Buy	7,500 +800	+12%	+$12.8K	﹤0.01%	1700
2024 Q1	$107K	Hold	6,700	–	–	﹤0.01%	1731
2023 Q4	$108K	Hold	6,700	–	–	﹤0.01%	1657
2023 Q3	$98.4K	Hold	6,700	–	–	﹤0.01%	1573
2023 Q2	$103K	Buy	6,700 +200	+3%	+$3.16K	﹤0.01%	1573
2023 Q1	$102K	Buy	6,500 +1,700	+35%	+$26.9K	﹤0.01%	1583
2022 Q4	$73.5K	Buy	4,800 +300	+7%	+$4.4K	﹤0.01%	1676
2022 Q3	$62K	Sell	4,500 -3,900	-46%	-$60.2K	﹤0.01%	1695
2022 Q2	$134K	Sell	8,400 -400	-5%	-$6.81K	﹤0.01%	1371
2022 Q1	$162K	Sell	8,800 -500	-5%	-$8.92K	﹤0.01%	1381
2021 Q4	$164K	Hold	9,300	–	–	﹤0.01%	1390
2021 Q3	$163K	Hold	9,300	–	–	﹤0.01%	1350
2021 Q2	$169K	Hold	9,300	–	–	﹤0.01%	1666
2021 Q1	$164K	Sell	9,300 -1,000	-10%	-$17.1K	﹤0.01%	1387
2020 Q4	$167K	Sell	10,300 -2,400	-19%	-$36.9K	﹤0.01%	1145
2020 Q3	$180K	Hold	12,700	–	–	﹤0.01%	984
2020 Q2	$177K	Sell	12,700 -530	-4%	-$7.26K	0.01%	924
2020 Q1	$169K	Buy	13,230 +802	+6%	+$13.3K	0.01%	842
2019 Q4	$228K	Buy	12,428 +1,008	+9%	+$17.9K	0.01%	845
2019 Q3	$196K	Buy	11,420 +1,604	+16%	+$27K	0.01%	856
2019 Q2	$167K	Buy	+9,816	New	+$166K	0.01%	871
2018 Q4	–	Sell	-5,601	Closed	-$96K	–	1235
2018 Q3	$96K	Buy	+5,601	New	+$95.9K	﹤0.01%	947

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

AWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $16.5B AUM 19.94% 1-Year Est. Return

Steward Partners Investment Advisory's FID Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) position steady in Q1 2026 at 9,000 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Steward Partners Investment Advisory first reported a position in FID in Q3 2018 and has held it in 29 quarters since. The position peaked at $228K in Q4 2019. 70 funds tracked by Wall St. Rank hold FID as of Q1 2026.

Steward Partners Investment Advisory held 9,000 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $189K as of Q1 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #2051 holding.
Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $228K in Q4 2019.
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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.