Anchor Investment Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Anchor Investment 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 Q1	$219K	Buy	3,969 +15	+0.4%	+$863	0.02%	370
2025 Q4	$224K	Buy	3,954 +12	+0.3%	+$674	0.02%	362
2025 Q3	$220K	Buy	3,942 +87	+2%	+$4.73K	0.02%	367
2025 Q2	$201K	Buy	3,855 +14	+0.4%	+$689	0.02%	370
2025 Q1	$191K	Buy	3,841 +13	+0.3%	+$658	0.02%	366
2024 Q4	$191K	Buy	3,828 +18	+0.5%	+$922	0.02%	369
2024 Q3	$193K	Sell	3,810 -94	-2%	-$4.58K	0.02%	374
2024 Q2	$183K	Buy	3,904 +118	+3%	+$5.4K	0.02%	361
2024 Q1	$172K	Sell	3,786 -401	-10%	-$17.4K	0.02%	377
2023 Q4	$177K	Buy	4,187 +1,167	+39%	+$46.3K	0.02%	368
2023 Q3	$117K	Buy	3,020 +2,567	+567%	+$103K	0.02%	407
2023 Q2	$18K	Buy	+453	New	+$17.5K	﹤0.01%	659

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Anchor Investment Management's FDVV Position: Q1 2026 in Review

Anchor Investment Management increased its Fidelity High Dividend ETF (FDVV) stake by 0.38% in Q1 2026, buying an estimated $863 and bringing the position to 3,969 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #370.

Anchor Investment Management first reported a position in FDVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $224K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Anchor Investment Management held 3,969 shares of Fidelity High Dividend ETF worth $219K as of Q1 2026.
Anchor Investment Management bought 15 Fidelity High Dividend ETF shares in Q1 2026, an estimated $863.
Fidelity High Dividend ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #370 holding.
Anchor Investment Management first reported a position in Fidelity High Dividend ETF in Q2 2023 and has held it in 12 quarters since.
Anchor Investment Management's Fidelity High Dividend ETF position peaked at $224K in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.