Aprio Wealth Management
FDVV icon

Aprio Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Aprio Wealth 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
Q3 		$2.19M Buy
36,101
+28,663
+385% +$1.8M 0.1% 145
2026
Q2 		$448K Buy
+7,438
New +$442K 0.02% 404

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Aprio Wealth Management's FDVV Position: Q3 2026 in Review

Aprio Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 385% in Q3 2026, buying an estimated $1.8M and bringing the position to 36,101 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #145.

Aprio Wealth Management first reported a position in FDVV in Q2 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Aprio Wealth Management held 36,101 shares of Fidelity High Dividend ETF worth $2.19M as of Q3 2026.
  • Aprio Wealth Management bought 28,663 Fidelity High Dividend ETF shares in Q3 2026, an estimated $1.8M.
  • Fidelity High Dividend ETF made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Aprio Wealth Management first reported a position in Fidelity High Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.