BW
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Biegel & Waller’s Fidelity International High Dividend ETF FIDI Stock Holding History

Biegel & Waller’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
2019
Q3 		– Sell
-14,458
Closed -$296K – 80
2019
Q2 		$296K Sell
14,458
-4,841
-25% -$100K 0.15% 61
2019
Q1 		$400K Buy
19,299
+4,961
+35% +$103K 0.21% 48
2018
Q4 		$280K Buy
14,338
+2,997
+26% +$62.1K 0.17% 53
2018
Q3 		$252K Buy
11,341
+1,118
+11% +$24.9K 0.15% 63
2018
Q2 		$226K Buy
+10,223
New +$236K 0.14% 62

Other funds holding FIDI

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return