Almanack Investment Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Almanack Investment Partners’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,840	Closed	-$193K	–	508
2022 Q3	$193K	Hold	5,840	–	–	0.04%	138
2022 Q2	$210K	Hold	5,840	–	–	0.02%	398
2022 Q1	$243K	Hold	5,840	–	–	0.02%	406
2021 Q4	$235K	Hold	5,840	–	–	0.02%	434
2021 Q3	$216K	Hold	5,840	–	–	0.02%	454
2021 Q2	$220K	Sell	5,840 -800	-12%	-$29.9K	0.02%	388
2021 Q1	$236K	Hold	6,640	–	–	0.02%	366
2020 Q4	$213K	Buy	+6,640	New	+$199K	0.02%	345

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Almanack Investment Partners's FDVV Position: Q4 2022 in Review

Almanack Investment Partners sold out of Fidelity High Dividend ETF (FDVV) in Q4 2022, closing a stake of 5,840 shares — an estimated $193K sold.

Almanack Investment Partners first reported a position in FDVV in Q4 2020 and held it in 8 quarters. The position peaked at $243K in Q1 2022. 136 funds tracked by Wall St. Rank hold FDVV as of Q4 2022.

Almanack Investment Partners reported no remaining Fidelity High Dividend ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 5,840 Fidelity High Dividend ETF shares in Q4 2022, an estimated $193K.
Almanack Investment Partners first reported a position in Fidelity High Dividend ETF in Q4 2020 and held it in 8 quarters.
Almanack Investment Partners's Fidelity High Dividend ETF position peaked at $243K in Q1 2022.
136 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.