Bessemer Group
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Bessemer Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Bessemer Group’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
Q1 		$56K Buy
+1,020
New +$58.7K ﹤0.01% 1642
2021
Q3 		– Sell
-16,600
Closed -$626K – 1690
2021
Q2 		$626K Buy
+16,600
New +$620K ﹤0.01% 516

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bessemer Group's FDVV Position: Q1 2026 in Review

Bessemer Group opened a new position in Fidelity High Dividend ETF (FDVV) in Q1 2026: 1,020 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: Bessemer Group previously reported a position in FDVV as recently as Q2 2021.

Bessemer Group first reported a position in FDVV in Q2 2021 and has held it in 2 quarters since. The position peaked at $626K in Q2 2021. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Bessemer Group held 1,020 shares of Fidelity High Dividend ETF worth $56K as of Q1 2026.
  • Fidelity High Dividend ETF was a new Bessemer Group position in Q1 2026.
  • Fidelity High Dividend ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1642 holding.
  • Bessemer Group first reported a position in Fidelity High Dividend ETF in Q2 2021 and has held it in 2 quarters since.
  • Bessemer Group's Fidelity High Dividend ETF position peaked at $626K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.