Arthur M. Cohen & Associates’s Fidelity High Dividend ETF FDVV Stock Holding History

Arthur M. Cohen & Associates’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	$209K	Buy	+3,465	New	+$206K	0.03%	136

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

Arthur M. Cohen & Associates's FDVV Position: Q2 2026 in Review

Arthur M. Cohen & Associates opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 3,465 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Arthur M. Cohen & Associates held 3,465 shares of Fidelity High Dividend ETF worth $209K as of Q2 2026.
Fidelity High Dividend ETF was a new Arthur M. Cohen & Associates position in Q2 2026.
Fidelity High Dividend ETF made up 0.03% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #136 holding.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.