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FDVV icon

Ancora Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Ancora Advisors’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 		$647K Sell
10,727
-656
-6% -$39K 0.01% 498
2026
Q1 		$629K Buy
11,383
+108
+1% +$6.21K 0.01% 481
2025
Q4 		$639K Buy
11,275
+1,000
+10% +$56.2K 0.01% 485
2025
Q3 		$572K Buy
10,275
+8,300
+420% +$451K 0.01% 530
2025
Q2 		$103K Buy
+1,975
New +$97.1K ﹤0.01% 873
2025
Q1 		– Sell
-2,675
Closed -$134K – 1808
2024
Q4 		$134K Hold
2,675
– – ﹤0.01% 803
2024
Q3 		$135K Buy
+2,675
New +$130K ﹤0.01% 772

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

Ancora Advisors's FDVV Position: Q2 2026 in Review

Ancora Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 5.8% in Q2 2026, selling an estimated $39K and leaving 10,727 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #498.

Ancora Advisors first reported a position in FDVV in Q3 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Ancora Advisors held 10,727 shares of Fidelity High Dividend ETF worth $647K as of Q2 2026.
  • Ancora Advisors sold 656 Fidelity High Dividend ETF shares in Q2 2026, an estimated $39K.
  • Fidelity High Dividend ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #498 holding.
  • Ancora Advisors first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.