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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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Elm3 Financial Group's FIDI Position: Q2 2026 in Review

Elm3 Financial Group reduced its Fidelity International High Dividend ETF (FIDI) stake by 9.3% in Q2 2026, selling an estimated $38.7K and leaving 13,400 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #94.

Elm3 Financial Group first reported a position in FIDI in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 69 funds tracked by Wall St. Rank hold FIDI as of Q2 2026.

  • Elm3 Financial Group held 13,400 shares of Fidelity International High Dividend ETF worth $367K as of Q2 2026.
  • Elm3 Financial Group sold 1,381 Fidelity International High Dividend ETF shares in Q2 2026, an estimated $38.7K.
  • Fidelity International High Dividend ETF made up 0.25% of Elm3 Financial Group's portfolio in Q2 2026, its #94 holding.
  • Elm3 Financial Group first reported a position in Fidelity International High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Elm3 Financial Group's Fidelity International High Dividend ETF position peaked at $415K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.