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ICA Group Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$142K Buy
3,029
+1,555
+105% +$71.1K 0.09% 138
2024
Q1 		$66.8K Sell
1,474
-556
-27% -$24.2K 0.01% 488
2023
Q4 		$85.8K Buy
+2,030
New +$80.6K 0.02% 390

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ICA Group Wealth Management's FDVV Position: Q2 2024 in Review

ICA Group Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 105% in Q2 2024, buying an estimated $71.1K and bringing the position to 3,029 shares worth $142K. The position accounts for 0.09% of the portfolio, ranked #138.

ICA Group Wealth Management first reported a position in FDVV in Q4 2023 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold FDVV as of Q2 2024.

  • ICA Group Wealth Management held 3,029 shares of Fidelity High Dividend ETF worth $142K as of Q2 2024.
  • ICA Group Wealth Management bought 1,555 Fidelity High Dividend ETF shares in Q2 2024, an estimated $71.1K.
  • Fidelity High Dividend ETF made up 0.09% of ICA Group Wealth Management's portfolio in Q2 2024, its #138 holding.
  • ICA Group Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.