Brown Miller Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Brown Miller 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
2026 Q2	$469K	Hold	7,786	–	–	0.12%	137
2026 Q1	$430K	Sell	7,786 -814	-9%	-$46.8K	0.12%	133
2025 Q4	$488K	Hold	8,600	–	–	0.13%	113
2025 Q3	$479K	Hold	8,600	–	–	0.14%	120
2025 Q2	$447K	Sell	8,600 -500	-5%	-$24.6K	0.14%	121
2025 Q1	$451K	Hold	9,100	–	–	0.16%	109
2024 Q4	$454K	Sell	9,100 -300	-3%	-$15.4K	0.17%	84
2024 Q3	$476K	Buy	+9,400	New	+$458K	0.19%	83

Other funds holding FDVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Brown Miller Wealth Management's FDVV Position: Q2 2026 in Review

Brown Miller Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 7,786 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #137.

Brown Miller Wealth Management first reported a position in FDVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $488K in Q4 2025. 163 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Brown Miller Wealth Management held 7,786 shares of Fidelity High Dividend ETF worth $469K as of Q2 2026.
Brown Miller Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.12% of Brown Miller Wealth Management's portfolio in Q2 2026, its #137 holding.
Brown Miller Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Brown Miller Wealth Management's Fidelity High Dividend ETF position peaked at $488K in Q4 2025.
163 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.