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 Q2	$240K	Buy	3,984 +15	+0.4%	+$892	0.02%	363
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 $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

Anchor Investment Management's FDVV Position: Q2 2026 in Review

Anchor Investment Management increased its Fidelity High Dividend ETF (FDVV) stake by 0.38% in Q2 2026, buying an estimated $892 and bringing the position to 3,984 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #363.

Anchor Investment Management first reported a position in FDVV in Q2 2023 and has held it in 13 quarters since. 515 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Anchor Investment Management held 3,984 shares of Fidelity High Dividend ETF worth $240K as of Q2 2026.
Anchor Investment Management bought 15 Fidelity High Dividend ETF shares in Q2 2026, an estimated $892.
Fidelity High Dividend ETF made up 0.02% of Anchor Investment Management's portfolio in Q2 2026, its #363 holding.
Anchor Investment Management first reported a position in Fidelity High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
515 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.