AWA
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Amplius Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-1
Closed – – 427
2021
Q4 		$0 Buy
+1
New +$39 ﹤0.01% 955

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Amplius Wealth Advisors's FDVV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q1 2022, closing a stake of 1 share.

Amplius Wealth Advisors first reported a position in FDVV in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 117 funds tracked by Wall St. Rank hold FDVV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Fidelity High Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1 Fidelity High Dividend ETF share in Q1 2022.
  • Amplius Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Fidelity High Dividend ETF position peaked at $0 in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.