Holos Integrated Wealth
FIDI icon

Holos Integrated Wealth’s Fidelity International High Dividend ETF FIDI Stock Holding History

Holos Integrated Wealth’s Portfolio FIDI Stock Details FIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59.5K Buy
2,084
+21
+1% +$606 0.03% 154
2026
Q2 		$57.4K Buy
+2,063
New +$57.8K 0.03% 153

Other funds holding FIDI

David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fullerton Advisors
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
Cannon Advisors
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
ARWA LLC
ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Holos Integrated Wealth's FIDI Position: Q3 2026 in Review

Holos Integrated Wealth increased its Fidelity International High Dividend ETF (FIDI) stake by 1% in Q3 2026, buying an estimated $606 and bringing the position to 2,084 shares worth $59.5K. The position accounts for 0.03% of the portfolio, ranked #154.

Holos Integrated Wealth first reported a position in FIDI in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold FIDI as of Q3 2026.

  • Holos Integrated Wealth held 2,084 shares of Fidelity International High Dividend ETF worth $59.5K as of Q3 2026.
  • Holos Integrated Wealth bought 21 Fidelity International High Dividend ETF shares in Q3 2026, an estimated $606.
  • Fidelity International High Dividend ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #154 holding.
  • Holos Integrated Wealth first reported a position in Fidelity International High Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.