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Cetera Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Cetera Advisors’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
2024
Q1 		$6.9M Buy
152,312
+129,429
+566% +$5.63M 0.05% 353
2023
Q4 		$967K Buy
22,883
+8,451
+59% +$335K 0.01% 790
2023
Q3 		$557K Buy
14,432
+1,096
+8% +$44.2K 0.01% 998
2023
Q2 		$530K Buy
13,336
+72
+0.5% +$2.77K 0.01% 1022
2023
Q1 		$505K Buy
13,264
+339
+3% +$13K 0.01% 1006
2022
Q4 		$482K Buy
+12,925
New +$474K 0.01% 991

Other funds holding FDVV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cetera Advisors's FDVV Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 566% in Q1 2024, buying an estimated $5.63M and bringing the position to 152,312 shares worth $6.9M. The position accounts for 0.05% of the portfolio, ranked #353.

Cetera Advisors first reported a position in FDVV in Q4 2022 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold FDVV as of Q1 2024.

  • Cetera Advisors held 152,312 shares of Fidelity High Dividend ETF worth $6.9M as of Q1 2024.
  • Cetera Advisors bought 129,429 Fidelity High Dividend ETF shares in Q1 2024, an estimated $5.63M.
  • Fidelity High Dividend ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #353 holding.
  • Cetera Advisors first reported a position in Fidelity High Dividend ETF in Q4 2022 and has held it in 6 quarters since.
  • 218 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.