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	Sell	12,027 -8,069	-40%	-$397K	0.03%	458
2025 Q1	$997K	Buy	20,096 +10,067	+100%	+$509K	0.03%	510
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

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

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 15 quarters since. The position peaked at $4.33M in Q3 2020. 514 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 15 quarters since.
B. Riley Wealth Advisors's Fidelity High Dividend ETF position peaked at $4.33M in Q3 2020.
514 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.