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BluePointe Capital Management’s Fidelity High Dividend ETF FDVV Stock Holding History

BluePointe Capital Management’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
2025
Q1 		$7.08M Buy
142,826
+4,067
+3% +$206K 2.7% 7
2024
Q4 		$6.93M Buy
138,759
+12,187
+10% +$624K 3.97% 6
2024
Q3 		$6.41M Buy
126,572
+6,449
+5% +$314K 4.15% 5
2024
Q2 		$5.62M Buy
120,123
+9,383
+8% +$429K 3.77% 5
2024
Q1 		$5.02M Buy
110,740
+9,192
+9% +$400K 3.44% 6
2023
Q4 		$4.29M Buy
+101,548
New +$4.03M 3.26% 8

Other funds holding FDVV

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return