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WFG Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

WFG 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
2017
Q2 		$100K Buy
3,733
+391
+12% +$10.5K 0.02% 527
2017
Q1 		$89K Buy
+3,342
New +$89.1K 0.02% 502

Other funds holding FDVV

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's FDVV Position: Q2 2017 in Review

WFG Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 12% in Q2 2017, buying an estimated $10.5K and bringing the position to 3,733 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #527.

WFG Advisors first reported a position in FDVV in Q1 2017 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold FDVV as of Q2 2017.

  • WFG Advisors held 3,733 shares of Fidelity High Dividend ETF worth $100K as of Q2 2017.
  • WFG Advisors bought 391 Fidelity High Dividend ETF shares in Q2 2017, an estimated $10.5K.
  • Fidelity High Dividend ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #527 holding.
  • WFG Advisors first reported a position in Fidelity High Dividend ETF in Q1 2017 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.