Atlas Private Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Atlas Private Wealth 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	$247K	Buy	+4,103	New	+$244K	0.05%	127
2025 Q3	–	Sell	-5,630	Closed	-$293K	–	152
2025 Q2	$293K	Buy	+5,630	New	+$277K	0.04%	162

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 22.9% 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 Private Wealth Advisors's FDVV Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 4,103 shares worth $247K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in FDVV as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in FDVV in Q2 2025 and has held it in 2 quarters since. The position peaked at $293K in Q2 2025. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Atlas Private Wealth Advisors held 4,103 shares of Fidelity High Dividend ETF worth $247K as of Q2 2026.
Fidelity High Dividend ETF was a new Atlas Private Wealth Advisors position in Q2 2026.
Fidelity High Dividend ETF made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Atlas Private Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 2 quarters since.
Atlas Private Wealth Advisors's Fidelity High Dividend ETF position peaked at $293K in Q2 2025.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.