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

Bullock 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
Q2 		– Sell
-321
Closed -$14.5K – 578
2024
Q1 		$14.5K Buy
+321
New +$14K 0.01% 332

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bullock Wealth Management's FDVV Position: Q2 2024 in Review

Bullock Wealth Management sold out of Fidelity High Dividend ETF (FDVV) in Q2 2024, closing a stake of 321 shares — an estimated $14.5K sold.

Bullock Wealth Management first reported a position in FDVV in Q1 2024 and held it in 1 quarter. The position peaked at $14.5K in Q1 2024. 243 funds tracked by Wall St. Rank hold FDVV as of Q2 2024.

  • Bullock Wealth Management reported no remaining Fidelity High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 321 Fidelity High Dividend ETF shares in Q2 2024, an estimated $14.5K.
  • Bullock Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Fidelity High Dividend ETF position peaked at $14.5K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.