Fidelity Investments
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Fidelity Investments’s Global X Alternative Income ETF ALTY Stock Holding History

Fidelity Investments’s Portfolio ALTY Stock Details ALTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 5339
2022
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 4809
2020
Q2 		– Sell
-1
Closed – – 3549
2020
Q1 		$0 Buy
+1
New +$13 ﹤0.01% 3585

Other funds holding ALTY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Fidelity Investments's ALTY Position: Q4 2022 in Review

Fidelity Investments sold out of Global X Alternative Income ETF (ALTY) in Q4 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in ALTY in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 18 funds tracked by Wall St. Rank hold ALTY as of Q4 2022.

  • Fidelity Investments reported no remaining Global X Alternative Income ETF position as of Q4 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 Global X Alternative Income ETF share in Q4 2022.
  • Fidelity Investments first reported a position in Global X Alternative Income ETF in Q1 2020 and held it in 2 quarters.
  • Fidelity Investments's Global X Alternative Income ETF position peaked at $0 in Q3 2022.
  • 18 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.