Fidelity Investments’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Fidelity Investments’s Portfolio RFDA Stock Details RFDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16	Closed	-$763	–	5650
2023 Q4	$763	Buy	+16	New	+$721	﹤0.01%	4780
2022 Q4	–	Sell	-1	Closed	–	–	5547
2022 Q3	$0	Buy	+1	New	+$44	﹤0.01%	5316
2019 Q3	–	Sell	-1	Closed	–	–	4163
2019 Q2	$0	Hold	1	–	–	﹤0.01%	4107
2019 Q1	$0	Buy	+1	New	+$31	﹤0.01%	4112
2018 Q4	–	Sell	-1	Closed	–	–	4042
2018 Q3	$0	Buy	+1	New	+$33	﹤0.01%	3756

Other funds holding RFDA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Fidelity Investments's RFDA Position: Q1 2024 in Review

Fidelity Investments sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q1 2024, closing a stake of 16 shares — an estimated $763 sold.

Fidelity Investments first reported a position in RFDA in Q3 2018 and held it in 5 quarters. The position peaked at $763 in Q4 2023. 24 funds tracked by Wall St. Rank hold RFDA as of Q1 2024.

Fidelity Investments reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 16 ALPS Dynamic US Dividend Advantage ETF shares in Q1 2024, an estimated $763.
Fidelity Investments first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q3 2018 and held it in 5 quarters.
Fidelity Investments's ALPS Dynamic US Dividend Advantage ETF position peaked at $763 in Q4 2023.
24 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.