Fidelity Investments’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Fidelity Investments’s Portfolio ACTV Stock Details ACTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$67	–	5523
2024 Q3	$67	Sell	2 -1	-33%	-$33	﹤0.01%	5135
2024 Q2	$96	Buy	3 +2	+200%	+$66	﹤0.01%	4977
2024 Q1	$35	Buy	+1	New	+$33	﹤0.01%	5082
2023 Q2	–	Sell	-1	Closed	-$30	–	5361
2023 Q1	$30	Buy	+1	New	+$31	﹤0.01%	5051

Other funds holding ACTV

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Fidelity Investments's ACTV Position: Q4 2024 in Review

Fidelity Investments sold out of LeaderShares Activist Leaders ETF (ACTV) in Q4 2024, closing a stake of 2 shares — an estimated $67 sold.

Fidelity Investments first reported a position in ACTV in Q1 2023 and held it in 4 quarters. The position peaked at $96 in Q2 2024. 27 funds tracked by Wall St. Rank hold ACTV as of Q4 2024.

Fidelity Investments reported no remaining LeaderShares Activist Leaders ETF position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 2 LeaderShares Activist Leaders ETF shares in Q4 2024, an estimated $67.
Fidelity Investments first reported a position in LeaderShares Activist Leaders ETF in Q1 2023 and held it in 4 quarters.
Fidelity Investments's LeaderShares Activist Leaders ETF position peaked at $96 in Q2 2024.
27 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.