Betterment LLC’s Fidelity High Dividend ETF FDVV Stock Holding History

Betterment LLC’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	$244K	Sell	4,044 -1,604	-28%	-$95.4K	﹤0.01%	623
2026 Q1	$312K	Sell	5,648 -3,561	-39%	-$205K	﹤0.01%	529
2025 Q4	$522K	Buy	9,209 +330	+4%	+$18.5K	﹤0.01%	394
2025 Q3	$495K	Buy	8,879 +492	+6%	+$26.8K	﹤0.01%	387
2025 Q2	$436K	Sell	8,387 -434	-5%	-$21.3K	﹤0.01%	378
2025 Q1	$438K	Buy	8,821 +118	+1%	+$5.97K	﹤0.01%	348
2024 Q4	$435K	Buy	8,703 +2,091	+32%	+$107K	﹤0.01%	344
2024 Q3	$335K	Sell	6,612 -194	-3%	-$9.46K	﹤0.01%	355
2024 Q2	$318K	Buy	+6,806	New	+$311K	﹤0.01%	338

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

Betterment LLC's FDVV Position: Q2 2026 in Review

Betterment LLC reduced its Fidelity High Dividend ETF (FDVV) stake by 28% in Q2 2026, selling an estimated $95.4K and leaving 4,044 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Betterment LLC first reported a position in FDVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $522K in Q4 2025. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Betterment LLC held 4,044 shares of Fidelity High Dividend ETF worth $244K as of Q2 2026.
Betterment LLC sold 1,604 Fidelity High Dividend ETF shares in Q2 2026, an estimated $95.4K.
Fidelity High Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #623 holding.
Betterment LLC first reported a position in Fidelity High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's Fidelity High Dividend ETF position peaked at $522K in Q4 2025.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.