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Benjamin Edwards Inc’s Fidelity High Dividend ETF FDVV Stock Holding History

Benjamin Edwards Inc’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 		$4.17M Buy
69,102
+7,731
+13% +$460K 0.04% 394
2026
Q1 		$3.39M Buy
+61,371
New +$3.53M 0.03% 413

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Benjamin Edwards Inc's FDVV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Fidelity High Dividend ETF (FDVV) stake by 13% in Q2 2026, buying an estimated $460K and bringing the position to 69,102 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #394.

Benjamin Edwards Inc first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Benjamin Edwards Inc held 69,102 shares of Fidelity High Dividend ETF worth $4.17M as of Q2 2026.
  • Benjamin Edwards Inc bought 7,731 Fidelity High Dividend ETF shares in Q2 2026, an estimated $460K.
  • Fidelity High Dividend ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #394 holding.
  • Benjamin Edwards Inc first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.