Ten Capital Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Ten Capital Wealth Advisors’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 Q1	–	Sell	-461	Closed	-$19K	–	496
2021 Q4	$19K	Buy	+461	New	+$18K	0.01%	223

Other funds holding FDVV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ten Capital Wealth Advisors's FDVV Position: Q1 2022 in Review

Ten Capital Wealth Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q1 2022, closing a stake of 461 shares — an estimated $19K sold.

Ten Capital Wealth Advisors first reported a position in FDVV in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 117 funds tracked by Wall St. Rank hold FDVV as of Q1 2022.

Ten Capital Wealth Advisors reported no remaining Fidelity High Dividend ETF position as of Q1 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 461 Fidelity High Dividend ETF shares in Q1 2022, an estimated $19K.
Ten Capital Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2021 and held it in 1 quarter.
Ten Capital Wealth Advisors's Fidelity High Dividend ETF position peaked at $19K in Q4 2021.
117 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.