Atria Wealth Solutions’s Fidelity High Dividend ETF FDVV Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$11.8M	Buy	226,140 +170,956	+310%	+$8.41M	0.27%	83
2025 Q1	$2.74M	Buy	55,184 +7,407	+16%	+$375K	0.03%	522
2024 Q4	$2.39M	Buy	47,777 +17,514	+58%	+$897K	0.03%	580
2024 Q3	$1.53M	Buy	30,263 +6,172	+26%	+$301K	0.02%	741
2024 Q2	$1.13M	Buy	24,091 +12,406	+106%	+$567K	0.01%	843
2024 Q1	$529K	Buy	+11,685	New	+$508K	0.01%	1233

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's FDVV Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity High Dividend ETF (FDVV) stake by 310% in Q2 2025, buying an estimated $8.41M and bringing the position to 226,140 shares worth $11.8M. The position accounts for 0.27% of the portfolio, ranked #83.

Atria Wealth Solutions first reported a position in FDVV in Q1 2024 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold FDVV as of Q2 2025.

Atria Wealth Solutions held 226,140 shares of Fidelity High Dividend ETF worth $11.8M as of Q2 2025.
Atria Wealth Solutions bought 170,956 Fidelity High Dividend ETF shares in Q2 2025, an estimated $8.41M.
Fidelity High Dividend ETF made up 0.27% of Atria Wealth Solutions's portfolio in Q2 2025, its #83 holding.
Atria Wealth Solutions first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 6 quarters since.
367 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.