SGC
FDVV icon

Slocum, Gordon & Co’s Fidelity High Dividend ETF FDVV Stock Holding History

Slocum, Gordon & Co’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
2023
Q2 		– Sell
-1
Closed -$62 – 129
2023
Q1 		$62 Buy
+1
New +$38 ﹤0.01% 143

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Slocum, Gordon & Co's FDVV Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Fidelity High Dividend ETF (FDVV) in Q2 2023, closing a stake of 1 share — an estimated $62 sold.

Slocum, Gordon & Co first reported a position in FDVV in Q1 2023 and held it in 1 quarter. The position peaked at $62 in Q1 2023. 151 funds tracked by Wall St. Rank hold FDVV as of Q2 2023.

  • Slocum, Gordon & Co reported no remaining Fidelity High Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 1 Fidelity High Dividend ETF share in Q2 2023, an estimated $62.
  • Slocum, Gordon & Co first reported a position in Fidelity High Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Slocum, Gordon & Co's Fidelity High Dividend ETF position peaked at $62 in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.