Atria Investments’s Fidelity High Dividend ETF FDVV Stock Holding History

Atria Investments’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	$913K	Sell	15,145 -18,199	-55%	-$1.08M	0.01%	1168
2026 Q1	$1.84M	Buy	33,344 +9,692	+41%	+$557K	0.02%	748
2025 Q4	$1.34M	Sell	23,652 -131	-0.6%	-$7.36K	0.02%	911
2025 Q3	$1.32M	Sell	23,783 -14,520	-38%	-$789K	0.02%	909
2025 Q2	$1.99M	Sell	38,303 -121,986	-76%	-$6M	0.02%	730
2025 Q1	$7.95M	Sell	160,289 -4,771	-3%	-$241K	0.1%	231
2024 Q4	$8.24M	Buy	165,060 +14,605	+10%	+$748K	0.1%	228
2024 Q3	$7.62M	Buy	150,455 +7,963	+6%	+$388K	0.09%	244
2024 Q2	$6.67M	Buy	142,492 +21,293	+18%	+$974K	0.09%	263
2024 Q1	$5.49M	Buy	121,199 +82,215	+211%	+$3.58M	0.08%	310
2023 Q4	$1.65M	Sell	38,984 -5,841	-13%	-$232K	0.03%	671
2023 Q3	$1.73M	Buy	+44,825	New	+$1.81M	0.03%	627

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

Atria Investments's FDVV Position: Q2 2026 in Review

Atria Investments reduced its Fidelity High Dividend ETF (FDVV) stake by 55% in Q2 2026, selling an estimated $1.08M and leaving 15,145 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #1168.

Atria Investments first reported a position in FDVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.24M in Q4 2024. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Atria Investments held 15,145 shares of Fidelity High Dividend ETF worth $913K as of Q2 2026.
Atria Investments sold 18,199 Fidelity High Dividend ETF shares in Q2 2026, an estimated $1.08M.
Fidelity High Dividend ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1168 holding.
Atria Investments first reported a position in Fidelity High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Atria Investments's Fidelity High Dividend ETF position peaked at $8.24M in Q4 2024.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.