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Buck Wealth Strategies’s Fidelity High Dividend ETF FDVV Stock Holding History

Buck Wealth Strategies’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-150
Closed -$5.79K – 153
2023
Q3 		$5.79K Buy
+150
New +$6.04K ﹤0.01% 230

Other funds holding FDVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Buck Wealth Strategies's FDVV Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Fidelity High Dividend ETF (FDVV) in Q4 2023, closing a stake of 150 shares — an estimated $5.79K sold.

Buck Wealth Strategies first reported a position in FDVV in Q3 2023 and held it in 1 quarter. The position peaked at $5.79K in Q3 2023. 189 funds tracked by Wall St. Rank hold FDVV as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Fidelity High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 150 Fidelity High Dividend ETF shares in Q4 2023, an estimated $5.79K.
  • Buck Wealth Strategies first reported a position in Fidelity High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Fidelity High Dividend ETF position peaked at $5.79K in Q3 2023.
  • 189 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.