Capital Advisors Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
Other funds holding FDVV
RPGK
Capital Advisors Wealth Management's FDVV Position: Q2 2026 in Review
Capital Advisors Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 53% in Q2 2026, buying an estimated $192K and bringing the position to 9,297 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #137.
Capital Advisors Wealth Management first reported a position in FDVV in Q3 2025 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.
- Capital Advisors Wealth Management held 9,297 shares of Fidelity High Dividend ETF worth $561K as of Q2 2026.
- Capital Advisors Wealth Management bought 3,229 Fidelity High Dividend ETF shares in Q2 2026, an estimated $192K.
- Fidelity High Dividend ETF made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #137 holding.
- Capital Advisors Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
- 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.
Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.