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Aptus Capital Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Aptus Capital 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
Q1 		$405K Buy
7,332
+98
+1% +$5.64K ﹤0.01% 781
2025
Q4 		$410K Sell
7,234
-211
-3% -$11.9K ﹤0.01% 798
2025
Q3 		$415K Sell
7,445
-324
-4% -$17.6K ﹤0.01% 747
2025
Q2 		$404K Buy
7,769
+1,004
+15% +$49.4K ﹤0.01% 735
2025
Q1 		$336K Buy
6,765
+1,475
+28% +$74.6K ﹤0.01% 747
2024
Q4 		$264K Buy
5,290
+62
+1% +$3.18K ﹤0.01% 807
2024
Q3 		$265K Buy
5,228
+72
+1% +$3.51K ﹤0.01% 696
2024
Q2 		$241K Buy
5,156
+776
+18% +$35.5K ﹤0.01% 679
2024
Q1 		$198K Buy
+4,380
New +$191K ﹤0.01% 734
2023
Q3 		– Sell
-811
Closed -$32.2K – 912
2023
Q2 		$32.2K Buy
+811
New +$31.3K ﹤0.01% 616

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return