TCFG Wealth Management’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

TCFG Wealth Management’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 Q4	–	Sell	-10,796	Closed	-$190K	–	231
2024 Q3	$190K	Buy	+10,796	New	+$180K	0.1%	213

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

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

BWA

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

TCFG Wealth Management's FID Position: Q4 2024 in Review

TCFG Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q4 2024, closing a stake of 10,796 shares — an estimated $190K sold.

TCFG Wealth Management first reported a position in FID in Q3 2024 and held it in 1 quarter. The position peaked at $190K in Q3 2024. 59 funds tracked by Wall St. Rank hold FID as of Q4 2024.

TCFG Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
TCFG Wealth Management sold 10,796 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q4 2024, an estimated $190K.
TCFG Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q3 2024 and held it in 1 quarter.
TCFG Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $190K in Q3 2024.
59 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q4 2024.

Based on TCFG Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.