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

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,000
Closed -$36K – 906
2022
Q2 		$36K Buy
+1,000
New +$39.1K ﹤0.01% 1254

Other funds holding FDVV

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CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SeaCrest Wealth Management's FDVV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Fidelity High Dividend ETF (FDVV) in Q3 2022, closing a stake of 1,000 shares — an estimated $36K sold.

SeaCrest Wealth Management first reported a position in FDVV in Q2 2022 and held it in 1 quarter. The position peaked at $36K in Q2 2022. 136 funds tracked by Wall St. Rank hold FDVV as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Fidelity High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,000 Fidelity High Dividend ETF shares in Q3 2022, an estimated $36K.
  • SeaCrest Wealth Management first reported a position in Fidelity High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Fidelity High Dividend ETF position peaked at $36K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.