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 Q2	$3.32M	Sell	93,411 -943	-1%	-$34.2K	2.03%	18
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 $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Apex Wealth Management's FDEV Position: Q2 2026 in Review

Apex Wealth Management reduced its Fidelity International Multifactor ETF (FDEV) stake by 1% in Q2 2026, selling an estimated $34.2K and leaving 93,411 shares worth $3.32M. The position accounts for 2.03% of the portfolio, ranked #18.

Apex Wealth Management first reported a position in FDEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.77M in Q4 2025. 46 funds tracked by Wall St. Rank hold FDEV as of Q2 2026.

Apex Wealth Management held 93,411 shares of Fidelity International Multifactor ETF worth $3.32M as of Q2 2026.
Apex Wealth Management sold 943 Fidelity International Multifactor ETF shares in Q2 2026, an estimated $34.2K.
Fidelity International Multifactor ETF made up 2.03% of Apex Wealth Management's portfolio in Q2 2026, its #18 holding.
Apex Wealth Management first reported a position in Fidelity International Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
Apex Wealth Management's Fidelity International Multifactor ETF position peaked at $4.77M in Q4 2025.
46 funds tracked by Wall St. Rank held Fidelity International Multifactor ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.