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Action Point Financial Planning’s MarketDesk Focused US Dividend ETF FDIV Stock Holding History

Action Point Financial Planning’s Portfolio FDIV Stock Details FDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$618K Buy
+22,248
New +$614K 0.06% 230

Other funds holding FDIV

SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
SWM
Steelhead Wealth Management Glen Allen, Virginia $248M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Action Point Financial Planning's FDIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MarketDesk Focused US Dividend ETF (FDIV) in Q2 2026: 22,248 shares worth $618K. The stake represents 0.06% of the portfolio and ranks #230 among its holdings.

15 funds tracked by Wall St. Rank hold FDIV as of Q2 2026.

  • Action Point Financial Planning held 22,248 shares of MarketDesk Focused US Dividend ETF worth $618K as of Q2 2026.
  • MarketDesk Focused US Dividend ETF was a new Action Point Financial Planning position in Q2 2026.
  • MarketDesk Focused US Dividend ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #230 holding.
  • 15 funds tracked by Wall St. Rank held MarketDesk Focused US Dividend ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.