Elm3 Financial Group’s Fidelity International High Dividend ETF FIDI Stock Holding History

Elm3 Financial Group’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 Q3	$370K	Sell	13,311 -89	-0.7%	-$2.57K	0.25%	105
2026 Q2	$367K	Sell	13,400 -1,381	-9%	-$38.7K	0.25%	94
2026 Q1	$408K	Sell	14,781 -317	-2%	-$8.68K	0.34%	79
2025 Q4	$391K	Sell	15,098 -1,863	-11%	-$46.7K	0.32%	76
2025 Q3	$415K	Buy	16,961 +1,478	+10%	+$35.5K	0.34%	74
2025 Q2	$361K	Buy	+15,483	New	+$348K	0.3%	82

Other funds holding FIDI

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Elm3 Financial Group's FIDI Position: Q3 2026 in Review

Elm3 Financial Group reduced its Fidelity International High Dividend ETF (FIDI) stake by 0.66% in Q3 2026, selling an estimated $2.57K and leaving 13,311 shares worth $370K. The position accounts for 0.25% of the portfolio, ranked #105.

Elm3 Financial Group first reported a position in FIDI in Q2 2025 and has held it in 6 quarters since. The position peaked at $415K in Q3 2025. 70 funds tracked by Wall St. Rank hold FIDI as of Q3 2026.

Elm3 Financial Group held 13,311 shares of Fidelity International High Dividend ETF worth $370K as of Q3 2026.
Elm3 Financial Group sold 89 Fidelity International High Dividend ETF shares in Q3 2026, an estimated $2.57K.
Fidelity International High Dividend ETF made up 0.25% of Elm3 Financial Group's portfolio in Q3 2026, its #105 holding.
Elm3 Financial Group first reported a position in Fidelity International High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
Elm3 Financial Group's Fidelity International High Dividend ETF position peaked at $415K in Q3 2025.
70 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.