RWP
FDVV icon

RWA Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-103
Closed -$3K – 405
2018
Q2 		$3K Sell
103
-75
-42% -$2.18K ﹤0.01% 710
2018
Q1 		$5K Buy
+178
New +$5.18K ﹤0.01% 488

Other funds holding FDVV

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWA Wealth Partners's FDVV Position: Q3 2018 in Review

RWA Wealth Partners sold out of Fidelity High Dividend ETF (FDVV) in Q3 2018, closing a stake of 103 shares — an estimated $3K sold.

RWA Wealth Partners first reported a position in FDVV in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 29 funds tracked by Wall St. Rank hold FDVV as of Q3 2018.

  • RWA Wealth Partners reported no remaining Fidelity High Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 103 Fidelity High Dividend ETF shares in Q3 2018, an estimated $3K.
  • RWA Wealth Partners first reported a position in Fidelity High Dividend ETF in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Fidelity High Dividend ETF position peaked at $5K in Q1 2018.
  • 29 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.