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New England Capital Financial Advisors’s Fidelity International High Dividend ETF FIDI Stock Holding History

New England Capital Financial Advisors’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
2024
Q1 		– Sell
-423
Closed -$8.71K – 407
2023
Q4 		$8.71K Hold
423
– – 0.01% 238
2023
Q3 		$7.84K Hold
423
– – 0.01% 241
2023
Q2 		$8.12K Hold
423
– – 0.01% 242
2023
Q1 		$8.01K Hold
423
– – 0.01% 268
2022
Q4 		$8.42K Buy
+423
New +$7.47K 0.01% 263

Other funds holding FIDI

DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Capital Financial Advisors's FIDI Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Fidelity International High Dividend ETF (FIDI) in Q1 2024, closing a stake of 423 shares — an estimated $8.71K sold.

New England Capital Financial Advisors first reported a position in FIDI in Q4 2022 and held it in 5 quarters. The position peaked at $8.71K in Q4 2023. 31 funds tracked by Wall St. Rank hold FIDI as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining Fidelity International High Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 423 Fidelity International High Dividend ETF shares in Q1 2024, an estimated $8.71K.
  • New England Capital Financial Advisors first reported a position in Fidelity International High Dividend ETF in Q4 2022 and held it in 5 quarters.
  • New England Capital Financial Advisors's Fidelity International High Dividend ETF position peaked at $8.71K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.