Axis Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Axis Wealth Partners’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	$4.04M	Sell	67,048 -462	-0.7%	-$27.5K	1.94%	10
2026 Q1	$3.73M	Buy	67,510 +435	+0.6%	+$25K	1.98%	9
2025 Q4	$3.8M	Sell	67,075 -564	-0.8%	-$31.7K	2.1%	8
2025 Q3	$3.77M	Buy	67,639 +1,049	+2%	+$57K	2.21%	8
2025 Q2	$3.46M	Buy	66,590 +4,580	+7%	+$225K	2.28%	7
2025 Q1	$3.08M	Buy	62,010 +1,232	+2%	+$62.3K	2.27%	9
2024 Q4	$3.04M	Buy	+60,778	New	+$3.11M	2.56%	6

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

Axis Wealth Partners's FDVV Position: Q2 2026 in Review

Axis Wealth Partners reduced its Fidelity High Dividend ETF (FDVV) stake by 0.68% in Q2 2026, selling an estimated $27.5K and leaving 67,048 shares worth $4.04M. The position accounts for 1.94% of the portfolio, ranked #10.

Axis Wealth Partners first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Axis Wealth Partners held 67,048 shares of Fidelity High Dividend ETF worth $4.04M as of Q2 2026.
Axis Wealth Partners sold 462 Fidelity High Dividend ETF shares in Q2 2026, an estimated $27.5K.
Fidelity High Dividend ETF made up 1.94% of Axis Wealth Partners's portfolio in Q2 2026, its #10 holding.
Axis Wealth Partners first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.