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Buck Wealth Strategies’s Fidelity High Dividend ETF FDVV Stock Holding History

Buck Wealth Strategies’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 		$51.1K Buy
+847
New +$50.4K 0.01% 343
2023
Q4 		– Sell
-150
Closed -$5.79K – 153
2023
Q3 		$5.79K Buy
+150
New +$6.04K ﹤0.01% 230

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Buck Wealth Strategies's FDVV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 847 shares worth $51.1K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in FDVV as recently as Q3 2023.

Buck Wealth Strategies first reported a position in FDVV in Q3 2023 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Buck Wealth Strategies held 847 shares of Fidelity High Dividend ETF worth $51.1K as of Q2 2026.
  • Fidelity High Dividend ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Fidelity High Dividend ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #343 holding.
  • Buck Wealth Strategies first reported a position in Fidelity High Dividend ETF in Q3 2023 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.