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ERTS Wealth Advisors’s Fidelity International High Dividend ETF FIDI Stock Holding History

ERTS Wealth 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
2019
Q3 		– Sell
-17,161
Closed -$351K – 86
2019
Q2 		$351K Buy
17,161
+5,865
+52% +$121K 0.19% 61
2019
Q1 		$234K Buy
11,296
+10,413
+1,179% +$217K 0.14% 75
2018
Q4 		$17K Buy
+883
New +$18.3K 0.01% 221

Other funds holding FIDI

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ERTS Wealth Advisors's FIDI Position: Q3 2019 in Review

ERTS Wealth Advisors sold out of Fidelity International High Dividend ETF (FIDI) in Q3 2019, closing a stake of 17,161 shares — an estimated $351K sold.

ERTS Wealth Advisors first reported a position in FIDI in Q4 2018 and held it in 3 quarters. The position peaked at $351K in Q2 2019. 15 funds tracked by Wall St. Rank hold FIDI as of Q3 2019.

  • ERTS Wealth Advisors reported no remaining Fidelity International High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 17,161 Fidelity International High Dividend ETF shares in Q3 2019, an estimated $351K.
  • ERTS Wealth Advisors first reported a position in Fidelity International High Dividend ETF in Q4 2018 and held it in 3 quarters.
  • ERTS Wealth Advisors's Fidelity International High Dividend ETF position peaked at $351K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q3 2019.

Based on ERTS Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.