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Clearview Wealth Advisors’s Fidelity Disruptors ETF FDIF Stock Holding History

Clearview Wealth Advisors’s Portfolio FDIF Stock Details FDIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-29
Closed -$722 – 285
2023
Q2 		$722 Buy
+29
New +$714 ﹤0.01% 622

Other funds holding FDIF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's FDIF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Fidelity Disruptors ETF (FDIF) in Q3 2023, closing a stake of 29 shares — an estimated $722 sold.

Clearview Wealth Advisors first reported a position in FDIF in Q2 2023 and held it in 1 quarter. The position peaked at $722 in Q2 2023. 15 funds tracked by Wall St. Rank hold FDIF as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Fidelity Disruptors ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 29 Fidelity Disruptors ETF shares in Q3 2023, an estimated $722.
  • Clearview Wealth Advisors first reported a position in Fidelity Disruptors ETF in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Fidelity Disruptors ETF position peaked at $722 in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptors ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.