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Ball & Co Wealth Management’s Fidelity International High Dividend ETF FIDI Stock Holding History

Ball & Co Wealth Management’s Portfolio FIDI Stock Details FIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Sell
14,361
-57
-0.4% -$1.6K 0.28% 20
2026
Q1 		$398K Buy
14,418
+459
+3% +$12.6K 0.33% 17
2025
Q4 		$361K Buy
13,959
+119
+0.9% +$2.98K 0.23% 24
2025
Q3 		$338K Buy
+13,840
New +$333K 0.22% 22

Other funds holding FIDI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Ball & Co Wealth Management's FIDI Position: Q2 2026 in Review

Ball & Co Wealth Management reduced its Fidelity International High Dividend ETF (FIDI) stake by 0.4% in Q2 2026, selling an estimated $1.6K and leaving 14,361 shares worth $393K. The position accounts for 0.28% of the portfolio, ranked #20.

Ball & Co Wealth Management first reported a position in FIDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $398K in Q1 2026. 69 funds tracked by Wall St. Rank hold FIDI as of Q2 2026.

  • Ball & Co Wealth Management held 14,361 shares of Fidelity International High Dividend ETF worth $393K as of Q2 2026.
  • Ball & Co Wealth Management sold 57 Fidelity International High Dividend ETF shares in Q2 2026, an estimated $1.6K.
  • Fidelity International High Dividend ETF made up 0.28% of Ball & Co Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Ball & Co Wealth Management first reported a position in Fidelity International High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Ball & Co Wealth Management's Fidelity International High Dividend ETF position peaked at $398K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.