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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,226	Closed	-$404K	–	1065
2022 Q3	$404K	Buy	12,226 +128	+1%	+$4.76K	﹤0.01%	812
2022 Q2	$435K	Sell	12,098 -5,570	-32%	-$218K	﹤0.01%	832
2022 Q1	$736K	Buy	17,668 +9,503	+116%	+$383K	﹤0.01%	746
2021 Q4	$329K	Buy	+8,165	New	+$320K	﹤0.01%	1001

Other funds holding FDVV

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

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

United Capital Financial Advisors's FDVV Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q4 2022, closing a stake of 12,226 shares — an estimated $404K sold.

United Capital Financial Advisors first reported a position in FDVV in Q4 2021 and held it in 4 quarters. The position peaked at $736K in Q1 2022. 136 funds tracked by Wall St. Rank hold FDVV as of Q4 2022.

United Capital Financial Advisors reported no remaining Fidelity High Dividend ETF position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 12,226 Fidelity High Dividend ETF shares in Q4 2022, an estimated $404K.
United Capital Financial Advisors first reported a position in Fidelity High Dividend ETF in Q4 2021 and held it in 4 quarters.
United Capital Financial Advisors's Fidelity High Dividend ETF position peaked at $736K in Q1 2022.
136 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.