Beam Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Beam 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	$1.87M	Buy	31,085 +233	+0.8%	+$13.9K	0.41%	51
2026 Q1	$1.7M	Sell	30,852 -74	-0.2%	-$4.26K	0.42%	52
2025 Q4	$1.75M	Buy	30,926 +1,342	+5%	+$75.4K	0.48%	48
2025 Q3	$1.65M	Sell	29,584 -4,690	-14%	-$255K	0.45%	50
2025 Q2	$1.78M	Buy	34,274 +3,540	+12%	+$174K	0.53%	46
2025 Q1	$1.52M	Buy	30,734 +2,825	+10%	+$143K	0.51%	48
2024 Q4	$1.39M	Sell	27,909 -847	-3%	-$43.4K	0.44%	52
2024 Q3	$1.46M	Sell	28,756 -2,245	-7%	-$109K	0.44%	46
2024 Q2	$1.45M	Buy	+31,001	New	+$1.42M	0.48%	46

Other funds holding FDVV

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

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

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

Beam Wealth Advisors's FDVV Position: Q2 2026 in Review

Beam Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.76% in Q2 2026, buying an estimated $13.9K and bringing the position to 31,085 shares worth $1.87M. The position accounts for 0.41% of the portfolio, ranked #51.

Beam Wealth Advisors first reported a position in FDVV in Q2 2024 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Beam Wealth Advisors held 31,085 shares of Fidelity High Dividend ETF worth $1.87M as of Q2 2026.
Beam Wealth Advisors bought 233 Fidelity High Dividend ETF shares in Q2 2026, an estimated $13.9K.
Fidelity High Dividend ETF made up 0.41% of Beam Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Beam Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
237 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

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