Beaird Harris Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Beaird Harris Wealth Management’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	$11.1K	Hold	184	–	–	﹤0.01%	384
2026 Q1	$10.2K	Hold	184	–	–	﹤0.01%	361
2025 Q4	$10.4K	Hold	184	–	–	﹤0.01%	395
2025 Q3	$10.2K	Buy	+184	New	+$10K	﹤0.01%	385
2024 Q3	–	Sell	-337	Closed	-$15.8K	–	586
2024 Q2	$15.8K	Buy	337 +2	+0.6%	+$91	﹤0.01%	319
2024 Q1	$15.2K	Buy	335 +3	+0.9%	+$130	﹤0.01%	300
2023 Q4	$14.1K	Buy	332 +3	+0.9%	+$119	﹤0.01%	301
2023 Q3	$12.7K	Buy	329 +2	+0.6%	+$81	﹤0.01%	258
2023 Q2	$13K	Buy	327 +3	+0.9%	+$116	﹤0.01%	253
2023 Q1	$12.3K	Buy	324 +5	+2%	+$192	﹤0.01%	255
2022 Q4	$11.9K	Buy	319 +1	+0.3%	+$37	﹤0.01%	306
2022 Q3	$10K	Buy	+318	New	+$11.8K	﹤0.01%	279
2022 Q2	–	Sell	-311	Closed	-$13K	–	475
2022 Q1	$13K	Buy	311 +2	+0.6%	+$81	﹤0.01%	291
2021 Q4	$12K	Buy	+309	New	+$12.1K	﹤0.01%	381

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

Beaird Harris Wealth Management's FDVV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 184 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Beaird Harris Wealth Management first reported a position in FDVV in Q4 2021 and has held it in 14 quarters since. The position peaked at $15.8K in Q2 2024. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Beaird Harris Wealth Management held 184 shares of Fidelity High Dividend ETF worth $11.1K as of Q2 2026.
Beaird Harris Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #384 holding.
Beaird Harris Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2021 and has held it in 14 quarters since.
Beaird Harris Wealth Management's Fidelity High Dividend ETF position peaked at $15.8K in Q2 2024.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.