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Ellis Investment Partners’s Fidelity International High Dividend ETF FIDI Stock Holding History

Ellis Investment Partners’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
2022
Q1 		– Sell
-201
Closed -$4K – 815
2021
Q4 		$4K Buy
+201
New +$4.17K ﹤0.01% 713

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Ellis Investment Partners's FIDI Position: Q1 2022 in Review

Ellis Investment Partners sold out of Fidelity International High Dividend ETF (FIDI) in Q1 2022, closing a stake of 201 shares — an estimated $4K sold.

Ellis Investment Partners first reported a position in FIDI in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 25 funds tracked by Wall St. Rank hold FIDI as of Q1 2022.

  • Ellis Investment Partners reported no remaining Fidelity International High Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 201 Fidelity International High Dividend ETF shares in Q1 2022, an estimated $4K.
  • Ellis Investment Partners first reported a position in Fidelity International High Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Ellis Investment Partners's Fidelity International High Dividend ETF position peaked at $4K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q1 2022.

Based on Ellis Investment Partners's 13F filing for Q1 2022, filed 3 May 2022.