FANJ
FDVV icon

Financial Architects (New Jersey)’s Fidelity High Dividend ETF FDVV Stock Holding History

Financial Architects (New Jersey)’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$16K – 868
2019
Q4 		$16K Buy
+500
New +$15.5K ﹤0.01% 603

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Financial Architects (New Jersey)'s FDVV Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Fidelity High Dividend ETF (FDVV) in Q1 2020, closing a stake of 500 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in FDVV in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 63 funds tracked by Wall St. Rank hold FDVV as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Fidelity High Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 Fidelity High Dividend ETF shares in Q1 2020, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Fidelity High Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Fidelity High Dividend ETF position peaked at $16K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.