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

JOYN 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
2019
Q1 		– Sell
-65
Closed -$2K – 549
2018
Q4 		$2K Hold
65
– – ﹤0.01% 1485
2018
Q3 		$2K Hold
65
– – ﹤0.01% 1452
2018
Q2 		$2K Buy
+65
New +$1.89K ﹤0.01% 1414

Other funds holding FDVV

CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JOYN Advisors's FDVV Position: Q1 2019 in Review

JOYN Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q1 2019, closing a stake of 65 shares — an estimated $2K sold.

JOYN Advisors first reported a position in FDVV in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 41 funds tracked by Wall St. Rank hold FDVV as of Q1 2019.

  • JOYN Advisors reported no remaining Fidelity High Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 65 Fidelity High Dividend ETF shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Fidelity High Dividend ETF in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Fidelity High Dividend ETF position peaked at $2K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.