Cape Investment Advisory’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$56.2K Buy
+932
New +$55.4K 0.02% 466
2026
Q1
– Sell
-495
Closed -$28.1K – 532
2025
Q4
$28.1K Buy
+495
New +$27.8K 0.01% 544

Other funds holding FDVV

Cape Investment Advisory's FDVV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 932 shares worth $56.2K. The stake represents 0.02% of the portfolio and ranks #466 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FDVV as recently as Q4 2025.

Cape Investment Advisory first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Cape Investment Advisory held 932 shares of Fidelity High Dividend ETF worth $56.2K as of Q2 2026.
  • Fidelity High Dividend ETF was a new Cape Investment Advisory position in Q2 2026.
  • Fidelity High Dividend ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #466 holding.
  • Cape Investment Advisory first reported a position in Fidelity High Dividend ETF in Q4 2025 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 Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.