MCF Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

MCF Advisors’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,800	Closed	-$93.6K	–	972
2023 Q3	$93.6K	Buy	+1,800	New	+$97.5K	0.01%	297
2018 Q1	–	Sell	-140	Closed	-$4K	–	494
2017 Q4	$4K	Buy	+140	New	+$3.72K	﹤0.01%	387
2013 Q4	–	Sell	-2,030	Closed	-$35K	–	419
2013 Q3	$35K	Buy	+2,030	New	+$29.1K	0.02%	196

Other funds holding ONEQ

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

MCF Advisors's ONEQ Position: Q4 2023 in Review

MCF Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2023, closing a stake of 1,800 shares — an estimated $93.6K sold.

MCF Advisors first reported a position in ONEQ in Q3 2013 and held it in 3 quarters. The position peaked at $93.6K in Q3 2023. 268 funds tracked by Wall St. Rank hold ONEQ as of Q4 2023.

MCF Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2023 after selling out during the quarter.
MCF Advisors sold 1,800 Fidelity Nasdaq Composite Index ETF shares in Q4 2023, an estimated $93.6K.
MCF Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2013 and held it in 3 quarters.
MCF Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $93.6K in Q3 2023.
268 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2023.

Based on MCF Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.