Abound Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Abound Wealth Management’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
2026 Q2	$55.9K	Hold	927	–	–	0.01%	223
2026 Q1	$51.2K	Buy	927 +1	+0.1%	+$58	0.01%	242
2025 Q4	$52.5K	Hold	926	–	–	0.01%	219
2025 Q3	$51.6K	Hold	926	–	–	0.01%	206
2025 Q2	$48.2K	Sell	926 -5	-0.5%	-$246	0.01%	207
2025 Q1	$46.2K	Buy	+931	New	+$47.1K	0.02%	199
2024 Q4	–	Sell	-31	Closed	-$1.55K	–	1275
2024 Q3	$1.55K	Buy	+31	New	+$1.51K	﹤0.01%	734

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Abound Wealth Management's FDVV Position: Q2 2026 in Review

Abound Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 927 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #223.

Abound Wealth Management first reported a position in FDVV in Q3 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Abound Wealth Management held 927 shares of Fidelity High Dividend ETF worth $55.9K as of Q2 2026.
Abound Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #223 holding.
Abound Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.