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Bright Futures Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Bright Futures Wealth 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
2024
Q4 		– Sell
-47,369
Closed -$2.4M – 160
2024
Q3 		$2.4M Sell
47,369
-10,368
-18% -$505K 1.16% 20
2024
Q2 		$2.75M Buy
57,737
+8,549
+17% +$391K 1.49% 11
2024
Q1 		$2.3M Buy
+49,188
New +$2.14M 1.24% 21

Other funds holding FDVV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bright Futures Wealth Management's FDVV Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Fidelity High Dividend ETF (FDVV) in Q4 2024, closing a stake of 47,369 shares — an estimated $2.4M sold.

Bright Futures Wealth Management first reported a position in FDVV in Q1 2024 and held it in 3 quarters. The position peaked at $2.75M in Q2 2024. 306 funds tracked by Wall St. Rank hold FDVV as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Fidelity High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 47,369 Fidelity High Dividend ETF shares in Q4 2024, an estimated $2.4M.
  • Bright Futures Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Fidelity High Dividend ETF position peaked at $2.75M in Q2 2024.
  • 306 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.