American Portfolios Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

American Portfolios Advisors’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 Q3	$59.2K	Buy	1,794 +9	+0.5%	+$335	﹤0.01%	1603
2022 Q2	$64.1K	Buy	1,785 +8	+0.5%	+$313	﹤0.01%	1630
2022 Q1	$74K	Buy	1,777 +273	+18%	+$11K	﹤0.01%	1693
2021 Q4	$60.6K	Buy	+1,504	New	+$58.9K	﹤0.01%	1781

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

JMPWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's FDVV Position: Q3 2022 in Review

American Portfolios Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.5% in Q3 2022, buying an estimated $335 and bringing the position to 1,794 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

American Portfolios Advisors first reported a position in FDVV in Q4 2021 and has held it in 4 quarters since. The position peaked at $74K in Q1 2022. 135 funds tracked by Wall St. Rank hold FDVV as of Q3 2022.

American Portfolios Advisors held 1,794 shares of Fidelity High Dividend ETF worth $59.2K as of Q3 2022.
American Portfolios Advisors bought 9 Fidelity High Dividend ETF shares in Q3 2022, an estimated $335.
Fidelity High Dividend ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1603 holding.
American Portfolios Advisors first reported a position in Fidelity High Dividend ETF in Q4 2021 and has held it in 4 quarters since.
American Portfolios Advisors's Fidelity High Dividend ETF position peaked at $74K in Q1 2022.
135 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.