Concurrent Investment Advisors’s Fidelity International High Dividend ETF FIDI Stock Holding History

Concurrent Investment Advisors’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 Q1	$886K	Sell	32,108 -3,895	-11%	-$107K	0.01%	921
2025 Q4	$933K	Buy	36,003 +10,708	+42%	+$269K	0.01%	869
2025 Q3	$619K	Sell	25,295 -34,656	-58%	-$833K	0.01%	825
2025 Q2	$1.4M	Sell	59,951 -1,762	-3%	-$39.6K	0.03%	515
2025 Q1	$1.32M	Sell	61,713 -3,781	-6%	-$78.9K	0.03%	465
2024 Q4	$1.28M	Sell	65,494 -8,119	-11%	-$166K	0.03%	431
2024 Q3	$1.6M	Buy	73,613 +4,977	+7%	+$104K	0.05%	365
2024 Q2	$1.39M	Sell	68,636 -19,637	-22%	-$411K	0.05%	361
2024 Q1	$1.85M	Buy	88,273 +27,259	+45%	+$558K	0.07%	256
2023 Q4	$1.26M	Buy	+61,014	New	+$1.16M	0.06%	295

Other funds holding FIDI

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's FIDI Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Fidelity International High Dividend ETF (FIDI) stake by 11% in Q1 2026, selling an estimated $107K and leaving 32,108 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #921.

Concurrent Investment Advisors first reported a position in FIDI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2024. 62 funds tracked by Wall St. Rank hold FIDI as of Q1 2026.

Concurrent Investment Advisors held 32,108 shares of Fidelity International High Dividend ETF worth $886K as of Q1 2026.
Concurrent Investment Advisors sold 3,895 Fidelity International High Dividend ETF shares in Q1 2026, an estimated $107K.
Fidelity International High Dividend ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #921 holding.
Concurrent Investment Advisors first reported a position in Fidelity International High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Fidelity International High Dividend ETF position peaked at $1.85M in Q1 2024.
62 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.