Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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UCFA
United Capital Financial Advisors’s
Fidelity High Dividend ETF
FDVV
Stock Holding History
United Capital Financial Advisors’s Portfolio
FDVV Stock Details
FDVV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-12,226
Closed
-$404K
–
1065
2022
Q3
$404K
Buy
12,226
+128
+
1
%
+$4.23K
﹤0.01%
812
2022
Q2
$435K
Sell
12,098
-5,570
-
32
%
-$200K
﹤0.01%
832
2022
Q1
$736K
Buy
17,668
+9,503
+
116
%
+$396K
﹤0.01%
743
2021
Q4
$329K
Buy
+8,165
New
+$329K
﹤0.01%
998
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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