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

Aldebaran 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
Q1 		$208K Hold
3,762
– – 0.2% 74
2025
Q4 		$215K Hold
3,762
– – 0.2% 75
2025
Q3 		$210K Buy
+3,762
New +$205K 0.21% 75

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Aldebaran Financial's FDVV Position: Q1 2026 in Review

Aldebaran Financial held its Fidelity High Dividend ETF (FDVV) position steady in Q1 2026 at 3,762 shares worth $208K. The position accounts for 0.2% of the portfolio, ranked #74.

Aldebaran Financial first reported a position in FDVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Aldebaran Financial held 3,762 shares of Fidelity High Dividend ETF worth $208K as of Q1 2026.
  • Aldebaran Financial left its Fidelity High Dividend ETF share count unchanged in Q1 2026.
  • Fidelity High Dividend ETF made up 0.2% of Aldebaran Financial's portfolio in Q1 2026, its #74 holding.
  • Aldebaran Financial first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • Aldebaran Financial's Fidelity High Dividend ETF position peaked at $215K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.