Fidelity Investments
ALFA

Fidelity Investments’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

Fidelity Investments’s Portfolio ALFA Stock Details ALFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1
Closed – – 4488
2020
Q1 		$0 Buy
+1
New +$55 ﹤0.01% 4597

Other funds holding ALFA

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's ALFA Position: Q2 2020 in Review

Fidelity Investments sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q2 2020, closing a stake of 1 share.

Fidelity Investments first reported a position in ALFA in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 13 funds tracked by Wall St. Rank hold ALFA as of Q2 2020.

  • Fidelity Investments reported no remaining AlphaClone Alternative Alpha ETF position as of Q2 2020 after selling out during the quarter.
  • Fidelity Investments sold 1 AlphaClone Alternative Alpha ETF share in Q2 2020.
  • Fidelity Investments first reported a position in AlphaClone Alternative Alpha ETF in Q1 2020 and held it in 1 quarter.
  • Fidelity Investments's AlphaClone Alternative Alpha ETF position peaked at $0 in Q1 2020.
  • 13 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q2 2020.

Based on Fidelity Investments's 13F filing for Q2 2020, filed 13 Aug 2020.