FIA
HDV

FNY Investment Advisers’s iShares Core High Dividend ETF HDV Stock Holding History

FNY Investment Advisers’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,000
Closed -$257K – 560
2023
Q3 		$257K Buy
+13,000
New +$266K 0.15% 90

Other funds holding HDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

FNY Investment Advisers's HDV Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 13,000 shares — an estimated $257K sold.

FNY Investment Advisers first reported a position in HDV in Q3 2023 and held it in 1 quarter. The position peaked at $257K in Q3 2023. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 13,000 iShares Core High Dividend ETF shares in Q4 2023, an estimated $257K.
  • FNY Investment Advisers first reported a position in iShares Core High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares Core High Dividend ETF position peaked at $257K in Q3 2023.
  • 721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.