Fidelity Investments’s SGI Dynamic Tactical ETF DYTA Stock Holding History

Fidelity Investments’s Portfolio DYTA Stock Details DYTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$29	–	5432
2024 Q1	$29	Hold	1	–	–	﹤0.01%	5118
2023 Q4	$27	Buy	+1	New	+$26	﹤0.01%	5133

Other funds holding DYTA

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Fidelity Investments's DYTA Position: Q2 2024 in Review

Fidelity Investments sold out of SGI Dynamic Tactical ETF (DYTA) in Q2 2024, closing a stake of 1 share — an estimated $29 sold.

Fidelity Investments first reported a position in DYTA in Q4 2023 and held it in 2 quarters. The position peaked at $29 in Q1 2024. 8 funds tracked by Wall St. Rank hold DYTA as of Q2 2024.

Fidelity Investments reported no remaining SGI Dynamic Tactical ETF position as of Q2 2024 after selling out during the quarter.
Fidelity Investments sold 1 SGI Dynamic Tactical ETF share in Q2 2024, an estimated $29.
Fidelity Investments first reported a position in SGI Dynamic Tactical ETF in Q4 2023 and held it in 2 quarters.
Fidelity Investments's SGI Dynamic Tactical ETF position peaked at $29 in Q1 2024.
8 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.