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DFPG Investments’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

DFPG Investments’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,020
Closed -$217K – 175
2019
Q1 		$217K Buy
+7,020
New +$202K 0.23% 117

Other funds holding ONEQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DFPG Investments's ONEQ Position: Q2 2019 in Review

DFPG Investments sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2019, closing a stake of 7,020 shares — an estimated $217K sold.

DFPG Investments first reported a position in ONEQ in Q1 2019 and held it in 1 quarter. The position peaked at $217K in Q1 2019. 107 funds tracked by Wall St. Rank hold ONEQ as of Q2 2019.

  • DFPG Investments reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2019 after selling out during the quarter.
  • DFPG Investments sold 7,020 Fidelity Nasdaq Composite Index ETF shares in Q2 2019, an estimated $217K.
  • DFPG Investments first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2019 and held it in 1 quarter.
  • DFPG Investments's Fidelity Nasdaq Composite Index ETF position peaked at $217K in Q1 2019.
  • 107 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2019.

Based on DFPG Investments's 13F filing for Q2 2019, filed 30 Jul 2019.