Apex Wealth Management’s Fidelity International Multifactor ETF FDEV Stock Holding History

Apex Wealth Management’s Portfolio FDEV Stock Details FDEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Sell	94,354 -39,646	-30%	-$1.43M	2.31%	15
2025 Q4	$4.77M	Sell	134,000 -722	-0.5%	-$24.3K	4.84%	8
2025 Q3	$4.47M	Buy	134,722 +21,046	+19%	+$688K	3.19%	14
2025 Q2	$3.7M	Buy	+113,676	New	+$3.51M	2.97%	14

Other funds holding FDEV

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Apex Wealth Management's FDEV Position: Q1 2026 in Review

Apex Wealth Management reduced its Fidelity International Multifactor ETF (FDEV) stake by 30% in Q1 2026, selling an estimated $1.43M and leaving 94,354 shares worth $3.37M. The position accounts for 2.31% of the portfolio, ranked #15.

Apex Wealth Management first reported a position in FDEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.77M in Q4 2025. 42 funds tracked by Wall St. Rank hold FDEV as of Q1 2026.

Apex Wealth Management held 94,354 shares of Fidelity International Multifactor ETF worth $3.37M as of Q1 2026.
Apex Wealth Management sold 39,646 Fidelity International Multifactor ETF shares in Q1 2026, an estimated $1.43M.
Fidelity International Multifactor ETF made up 2.31% of Apex Wealth Management's portfolio in Q1 2026, its #15 holding.
Apex Wealth Management first reported a position in Fidelity International Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
Apex Wealth Management's Fidelity International Multifactor ETF position peaked at $4.77M in Q4 2025.
42 funds tracked by Wall St. Rank held Fidelity International Multifactor ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.