Buffington Mohr McNeal’s Fidelity High Dividend ETF FDVV Stock Holding History

Buffington Mohr McNeal’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	$383K	Buy	+7,726	New	+$391K	0.08%	76

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Buffington Mohr McNeal's FDVV Position: Q1 2025 in Review

Buffington Mohr McNeal opened a new position in Fidelity High Dividend ETF (FDVV) in Q1 2025: 7,726 shares worth $383K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings.

344 funds tracked by Wall St. Rank hold FDVV as of Q1 2025.

Buffington Mohr McNeal held 7,726 shares of Fidelity High Dividend ETF worth $383K as of Q1 2025.
Fidelity High Dividend ETF was a new Buffington Mohr McNeal position in Q1 2025.
Fidelity High Dividend ETF made up 0.08% of Buffington Mohr McNeal's portfolio in Q1 2025, its #76 holding.
344 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.