Fortitude Advisory Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-1,613	Closed	-$67K	–	568
2022 Q1	$67K	Hold	1,613	–	–	0.04%	441
2021 Q4	$65K	Buy	+1,613	New	+$63.1K	0.03%	466

Other funds holding FDVV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Advisory Group's FDVV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Fidelity High Dividend ETF (FDVV) in Q2 2022, closing a stake of 1,613 shares — an estimated $67K sold.

Fortitude Advisory Group first reported a position in FDVV in Q4 2021 and held it in 2 quarters. The position peaked at $67K in Q1 2022. 120 funds tracked by Wall St. Rank hold FDVV as of Q2 2022.

Fortitude Advisory Group reported no remaining Fidelity High Dividend ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,613 Fidelity High Dividend ETF shares in Q2 2022, an estimated $67K.
Fortitude Advisory Group first reported a position in Fidelity High Dividend ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Fidelity High Dividend ETF position peaked at $67K in Q1 2022.
120 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.