B. Riley Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

B. Riley 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	$1.93M	Buy	31,947 +1,504	+5%	+$89.4K	0.1%	188
2026 Q1	$1.64M	Buy	30,443 +13,779	+83%	+$793K	0.1%	193
2025 Q4	$945K	Buy	16,664 +1,557	+10%	+$87.5K	0.04%	358
2025 Q3	$842K	Buy	15,107 +3,080	+26%	+$167K	0.04%	380
2025 Q2	$626K	Buy	+12,027	New	+$592K	0.03%	458
2024 Q4	$501K	Sell	10,029 -3,636	-27%	-$186K	0.02%	696
2024 Q3	$689K	Sell	13,665 -13,973	-51%	-$681K	0.02%	617
2024 Q2	$1.29M	Buy	27,638 +10,871	+65%	+$497K	0.03%	459
2024 Q1	$647K	Sell	16,767 -6,803	-29%	-$296K	0.02%	673
2023 Q4	$997K	Buy	23,570 +6,803	+41%	+$270K	0.03%	529
2023 Q3	$647K	Buy	+16,767	New	+$676K	0.02%	673
2020 Q4	–	Sell	-156,068	Closed	-$4.33M	–	1050
2020 Q3	$4.33M	Buy	156,068 +395	+0.3%	+$11.1K	0.23%	99
2020 Q2	$4.22M	Buy	155,673 +250	+0.2%	+$6.47K	0.28%	89
2020 Q1	$3.56M	Buy	+155,423	New	+$4.63M	0.3%	77

Other funds holding FDVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

B. Riley Wealth Advisors's FDVV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 4.9% in Q2 2026, buying an estimated $89.4K and bringing the position to 31,947 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #188.

B. Riley Wealth Advisors first reported a position in FDVV in Q1 2020 and has held it in 14 quarters since. The position peaked at $4.33M in Q3 2020. 97 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

B. Riley Wealth Advisors held 31,947 shares of Fidelity High Dividend ETF worth $1.93M as of Q2 2026.
B. Riley Wealth Advisors bought 1,504 Fidelity High Dividend ETF shares in Q2 2026, an estimated $89.4K.
Fidelity High Dividend ETF made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #188 holding.
B. Riley Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q1 2020 and has held it in 14 quarters since.
B. Riley Wealth Advisors's Fidelity High Dividend ETF position peaked at $4.33M in Q3 2020.
97 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.