FMP
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Financial Management Professionals’s Fidelity High Dividend ETF FDVV Stock Holding History

Financial Management Professionals’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
2023
Q2 		– Sell
-113
Closed -$4K – 976
2023
Q1 		$4K Buy
+113
New +$4.34K ﹤0.01% 710

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Financial Management Professionals's FDVV Position: Q2 2023 in Review

Financial Management Professionals sold out of Fidelity High Dividend ETF (FDVV) in Q2 2023, closing a stake of 113 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in FDVV in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 151 funds tracked by Wall St. Rank hold FDVV as of Q2 2023.

  • Financial Management Professionals reported no remaining Fidelity High Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 113 Fidelity High Dividend ETF shares in Q2 2023, an estimated $4K.
  • Financial Management Professionals first reported a position in Fidelity High Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Financial Management Professionals's Fidelity High Dividend ETF position peaked at $4K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.