Winslow Evans & Crocker’s Fidelity High Dividend ETF FDVV Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$7K	Buy	+225	New	+$6.73K	﹤0.01%	1019

Other funds holding FDVV

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

PAG

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

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

Winslow Evans & Crocker's FDVV Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Fidelity High Dividend ETF (FDVV) in Q4 2020: 225 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

79 funds tracked by Wall St. Rank hold FDVV as of Q4 2020.

Winslow Evans & Crocker held 225 shares of Fidelity High Dividend ETF worth $7K as of Q4 2020.
Fidelity High Dividend ETF was a new Winslow Evans & Crocker position in Q4 2020.
Fidelity High Dividend ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1019 holding.
79 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.