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Inspire Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Inspire Advisors’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
2021
Q1 		– Sell
-2,001
Closed -$64K – 306
2020
Q4 		$64K Buy
+2,001
New +$59.9K 0.02% 211

Other funds holding FDVV

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Inspire Advisors's FDVV Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q1 2021, closing a stake of 2,001 shares — an estimated $64K sold.

Inspire Advisors first reported a position in FDVV in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 83 funds tracked by Wall St. Rank hold FDVV as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity High Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 2,001 Fidelity High Dividend ETF shares in Q1 2021, an estimated $64K.
  • Inspire Advisors first reported a position in Fidelity High Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity High Dividend ETF position peaked at $64K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.