Ball & Co Wealth Management
FIDI icon

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
Q3 		$375K Sell
13,481
-880
-6% -$25.4K 0.26% 21
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 $77B AUM 19.24% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Ball & Co Wealth Management's FIDI Position: Q3 2026 in Review

Ball & Co Wealth Management reduced its Fidelity International High Dividend ETF (FIDI) stake by 6.1% in Q3 2026, selling an estimated $25.4K and leaving 13,481 shares worth $375K. The position accounts for 0.26% of the portfolio, ranked #21.

Ball & Co Wealth Management first reported a position in FIDI in Q3 2025 and has held it in 5 quarters since. The position peaked at $398K in Q1 2026. 57 funds tracked by Wall St. Rank hold FIDI as of Q3 2026.

  • Ball & Co Wealth Management held 13,481 shares of Fidelity International High Dividend ETF worth $375K as of Q3 2026.
  • Ball & Co Wealth Management sold 880 Fidelity International High Dividend ETF shares in Q3 2026, an estimated $25.4K.
  • Fidelity International High Dividend ETF made up 0.26% of Ball & Co Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Ball & Co Wealth Management first reported a position in Fidelity International High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
  • Ball & Co Wealth Management's Fidelity International High Dividend ETF position peaked at $398K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q3 2026.

Based on Ball & Co Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.