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Advisornet Financial’s Fidelity High Dividend ETF FDVV Stock Holding History

Advisornet Financial’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 		$7.4M Buy
122,695
+1,744
+1% +$104K 0.34% 64
2026
Q1 		$6.68M Buy
120,951
+2,170
+2% +$125K 0.35% 64
2025
Q4 		$6.73M Buy
118,781
+7,126
+6% +$400K 0.36% 58
2025
Q3 		$6.22M Sell
111,655
-2,251
-2% -$122K 0.35% 56
2025
Q2 		$5.93M Buy
113,906
+3,296
+3% +$162K 0.38% 49
2025
Q1 		$5.49M Buy
110,610
+2,347
+2% +$119K 0.41% 49
2024
Q4 		$5.41M Buy
108,263
+5,692
+6% +$292K 0.45% 51
2024
Q3 		$5.2M Sell
102,571
-3,358
-3% -$164K 0.39% 59
2024
Q2 		$4.96M Buy
105,929
+3,283
+3% +$150K 0.45% 45
2024
Q1 		$4.65M Buy
102,646
+615
+0.6% +$26.8K 0.45% 44
2023
Q4 		$4.31M Buy
102,031
+2,253
+2% +$89.4K 0.4% 56
2023
Q3 		$3.85M Buy
99,778
+19,079
+24% +$769K 0.35% 71
2023
Q2 		$3.21M Buy
80,699
+8,037
+11% +$310K 0.27% 92
2023
Q1 		$2.77M Buy
72,662
+2,496
+4% +$95.9K 0.25% 97
2022
Q4 		$2.62M Buy
70,166
+133
+0.2% +$4.88K 0.26% 91
2022
Q3 		$2.31M Buy
70,033
+12,456
+22% +$463K 0.23% 109
2022
Q2 		$2.07M Buy
57,577
+9,193
+19% +$360K 0.2% 120
2022
Q1 		$2.01M Buy
48,384
+10,614
+28% +$428K 0.13% 161
2021
Q4 		$1.52M Buy
37,770
+6,209
+20% +$243K 0.09% 192
2021
Q3 		$1.17M Buy
31,561
+29,103
+1,184% +$1.11M 0.08% 210
2021
Q2 		$93K Buy
2,458
+18
+0.7% +$673 0.01% 806
2021
Q1 		$87K Buy
2,440
+19
+0.8% +$646 0.01% 791
2020
Q4 		$78K Buy
2,421
+17
+0.7% +$509 0.01% 757
2020
Q3 		$67K Buy
2,404
+22
+0.9% +$618 0.01% 780
2020
Q2 		$65K Buy
2,382
+21
+0.9% +$544 0.01% 784
2020
Q1 		$54K Buy
2,361
+32
+1% +$953 0.01% 769
2019
Q4 		$76K Buy
2,329
+318
+16% +$9.89K 0.01% 761
2019
Q3 		$61K Buy
+2,011
New +$60.1K 0.01% 826

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial's FDVV Position: Q2 2026 in Review

Advisornet Financial increased its Fidelity High Dividend ETF (FDVV) stake by 1.4% in Q2 2026, buying an estimated $104K and bringing the position to 122,695 shares worth $7.4M. The position accounts for 0.34% of the portfolio, ranked #64.

Advisornet Financial first reported a position in FDVV in Q3 2019 and has held it in 28 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Advisornet Financial held 122,695 shares of Fidelity High Dividend ETF worth $7.4M as of Q2 2026.
  • Advisornet Financial bought 1,744 Fidelity High Dividend ETF shares in Q2 2026, an estimated $104K.
  • Fidelity High Dividend ETF made up 0.34% of Advisornet Financial's portfolio in Q2 2026, its #64 holding.
  • Advisornet Financial first reported a position in Fidelity High Dividend ETF in Q3 2019 and has held it in 28 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.