KWB Wealth
FIDI icon

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

KWB 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 		$228K Sell
8,209
-2,304
-22% -$66.4K 0.02% 169
2026
Q2 		$288K Buy
+10,513
New +$295K 0.02% 151

Other funds holding FIDI

DK
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
FA
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
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 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
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

KWB Wealth's FIDI Position: Q3 2026 in Review

KWB Wealth reduced its Fidelity International High Dividend ETF (FIDI) stake by 22% in Q3 2026, selling an estimated $66.4K and leaving 8,209 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #169.

KWB Wealth first reported a position in FIDI in Q2 2026 and has held it in 2 quarters since. The position peaked at $288K in Q2 2026. 16 funds tracked by Wall St. Rank hold FIDI as of Q3 2026.

  • KWB Wealth held 8,209 shares of Fidelity International High Dividend ETF worth $228K as of Q3 2026.
  • KWB Wealth sold 2,304 Fidelity International High Dividend ETF shares in Q3 2026, an estimated $66.4K.
  • Fidelity International High Dividend ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #169 holding.
  • KWB Wealth first reported a position in Fidelity International High Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's Fidelity International High Dividend ETF position peaked at $288K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.