BIP Wealth’s Fidelity High Dividend ETF FDVV Stock Holding History

BIP Wealth’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 Q3	$204K	Buy	+3,363	New	+$211K	0.01%	542

Other funds holding FDVV

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

BIP Wealth's FDVV Position: Q3 2026 in Review

BIP Wealth opened a new position in Fidelity High Dividend ETF (FDVV) in Q3 2026: 3,363 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings.

149 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

BIP Wealth held 3,363 shares of Fidelity High Dividend ETF worth $204K as of Q3 2026.
Fidelity High Dividend ETF was a new BIP Wealth position in Q3 2026.
Fidelity High Dividend ETF made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #542 holding.
149 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.