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Beacon Financial Group’s Fidelity International High Dividend ETF FIDI Stock Holding History

Beacon Financial Group’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 		$499K Buy
18,219
+99
+0.5% +$2.78K 0.05% 244
2026
Q1 		$500K Buy
18,120
+1,153
+7% +$31.6K 0.05% 234
2025
Q4 		$440K Buy
16,967
+52
+0.3% +$1.3K 0.04% 241
2025
Q3 		$414K Buy
+16,915
New +$407K 0.04% 248

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Beacon Financial Group's FIDI Position: Q2 2026 in Review

Beacon Financial Group increased its Fidelity International High Dividend ETF (FIDI) stake by 0.55% in Q2 2026, buying an estimated $2.78K and bringing the position to 18,219 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #244.

Beacon Financial Group first reported a position in FIDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $500K in Q1 2026. 30 funds tracked by Wall St. Rank hold FIDI as of Q2 2026.

  • Beacon Financial Group held 18,219 shares of Fidelity International High Dividend ETF worth $499K as of Q2 2026.
  • Beacon Financial Group bought 99 Fidelity International High Dividend ETF shares in Q2 2026, an estimated $2.78K.
  • Fidelity International High Dividend ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #244 holding.
  • Beacon Financial Group first reported a position in Fidelity International High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Financial Group's Fidelity International High Dividend ETF position peaked at $500K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.