Simplicity Solutions’s Fidelity High Dividend ETF FDVV Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-7,245	Closed	-$233K	–	639
2020 Q4	$233K	Buy	+7,245	New	+$217K	﹤0.01%	863
2019 Q3	–	Sell	-89,849	Closed	-$2.67M	–	736
2019 Q2	$2.67M	Buy	89,849 +7,604	+9%	+$227K	0.11%	136
2019 Q1	$2.46M	Buy	+82,245	New	+$2.41M	0.15%	130

Other funds holding FDVV

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Simplicity Solutions's FDVV Position: Q1 2021 in Review

Simplicity Solutions sold out of Fidelity High Dividend ETF (FDVV) in Q1 2021, closing a stake of 7,245 shares — an estimated $233K sold.

Simplicity Solutions first reported a position in FDVV in Q1 2019 and held it in 3 quarters. The position peaked at $2.67M in Q2 2019. 83 funds tracked by Wall St. Rank hold FDVV as of Q1 2021.

Simplicity Solutions reported no remaining Fidelity High Dividend ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 7,245 Fidelity High Dividend ETF shares in Q1 2021, an estimated $233K.
Simplicity Solutions first reported a position in Fidelity High Dividend ETF in Q1 2019 and held it in 3 quarters.
Simplicity Solutions's Fidelity High Dividend ETF position peaked at $2.67M in Q2 2019.
83 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.