BXM Wealth’s Fidelity High Dividend ETF FDVV Stock Holding History

BXM Wealth’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	$965K	Hold	16,000	–	–	0.52%	47
2026 Q1	$884K	Hold	16,000	–	–	0.68%	37
2025 Q4	$907K	Hold	16,000	–	–	0.7%	32
2025 Q3	$891K	Hold	16,000	–	–	0.84%	32
2025 Q2	$832K	Hold	16,000	–	–	0.99%	29
2025 Q1	$794K	Hold	16,000	–	–	0.95%	31
2024 Q4	$799K	Buy	+16,000	New	+$820K	1.12%	27

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

BXM Wealth's FDVV Position: Q2 2026 in Review

BXM Wealth held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 16,000 shares worth $965K. The position accounts for 0.52% of the portfolio, ranked #47.

BXM Wealth first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

BXM Wealth held 16,000 shares of Fidelity High Dividend ETF worth $965K as of Q2 2026.
BXM Wealth left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.52% of BXM Wealth's portfolio in Q2 2026, its #47 holding.
BXM Wealth first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.