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Redwood Wealth Management Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-850
Closed -$39.8K – 469
2024
Q2 		$39.8K Buy
+850
New +$38.9K 0.03% 341

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Redwood Wealth Management Group's FDVV Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Fidelity High Dividend ETF (FDVV) in Q3 2024, closing a stake of 850 shares — an estimated $39.8K sold.

Redwood Wealth Management Group first reported a position in FDVV in Q2 2024 and held it in 1 quarter. The position peaked at $39.8K in Q2 2024. 263 funds tracked by Wall St. Rank hold FDVV as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Fidelity High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 850 Fidelity High Dividend ETF shares in Q3 2024, an estimated $39.8K.
  • Redwood Wealth Management Group first reported a position in Fidelity High Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Fidelity High Dividend ETF position peaked at $39.8K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.