Atlas Brown’s Fidelity High Dividend ETF FDVV Stock Holding History

Atlas Brown’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	$322K	Buy	5,337 +12	+0.2%	+$714	0.09%	189
2026 Q1	$294K	Buy	5,325 +12	+0.2%	+$690	0.09%	183
2025 Q4	$301K	Buy	5,313 +9	+0.2%	+$506	0.09%	182
2025 Q3	$295K	Sell	5,304 -130	-2%	-$7.07K	0.09%	183
2025 Q2	$283K	Buy	5,434 +162	+3%	+$7.97K	0.09%	180
2025 Q1	$261K	Sell	5,272 -626	-11%	-$31.7K	0.09%	179
2024 Q4	$295K	Buy	5,898 +113	+2%	+$5.79K	0.1%	170
2024 Q3	$293K	Buy	5,785 +8	+0.1%	+$390	0.1%	169
2024 Q2	$270K	Buy	5,777 +9	+0.2%	+$412	0.1%	171
2024 Q1	$261K	Buy	5,768 +12	+0.2%	+$522	0.1%	173
2023 Q4	$243K	Buy	5,756 +13	+0.2%	+$516	0.1%	166
2023 Q3	$222K	Buy	5,743 +10	+0.2%	+$403	0.1%	167
2023 Q2	$228K	Sell	5,733 -358	-6%	-$13.8K	0.1%	168
2023 Q1	$232K	Buy	6,091 +18	+0.3%	+$691	0.11%	162
2022 Q4	$227K	Buy	6,073 +6	+0.1%	+$220	0.11%	160
2022 Q3	$200K	Buy	6,067 +14	+0.2%	+$520	0.1%	163
2022 Q2	$217K	Buy	6,053 +13	+0.2%	+$508	0.1%	161
2022 Q1	$251K	Buy	6,040 +72	+1%	+$2.9K	0.1%	162
2021 Q4	$241K	Buy	5,968 +7	+0.1%	+$274	0.09%	170
2021 Q3	$221K	Buy	5,961 +11	+0.2%	+$419	0.1%	169
2021 Q2	$224K	Buy	5,950 +240	+4%	+$8.97K	0.1%	166
2021 Q1	$203K	Buy	+5,710	New	+$194K	0.1%	167

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

Atlas Brown's FDVV Position: Q2 2026 in Review

Atlas Brown increased its Fidelity High Dividend ETF (FDVV) stake by 0.23% in Q2 2026, buying an estimated $714 and bringing the position to 5,337 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #189.

Atlas Brown first reported a position in FDVV in Q1 2021 and has held it in 22 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Atlas Brown held 5,337 shares of Fidelity High Dividend ETF worth $322K as of Q2 2026.
Atlas Brown bought 12 Fidelity High Dividend ETF shares in Q2 2026, an estimated $714.
Fidelity High Dividend ETF made up 0.09% of Atlas Brown's portfolio in Q2 2026, its #189 holding.
Atlas Brown first reported a position in Fidelity High Dividend ETF in Q1 2021 and has held it in 22 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.