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

Capital Advisors 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
2026 Q3	$836K	Buy	13,771 +4,474	+48%	+$280K	0.09%	112
2026 Q2	$561K	Buy	9,297 +3,229	+53%	+$192K	0.07%	137
2026 Q1	$335K	Buy	6,068 +149	+3%	+$8.57K	0.05%	162
2025 Q4	$336K	Buy	5,919 +41	+0.7%	+$2.3K	0.05%	160
2025 Q3	$327K	Buy	+5,878	New	+$320K	0.05%	157

Other funds holding FDVV

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Capital Advisors Wealth Management's FDVV Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 48% in Q3 2026, buying an estimated $280K and bringing the position to 13,771 shares worth $836K. The position accounts for 0.09% of the portfolio, ranked #112.

Capital Advisors Wealth Management first reported a position in FDVV in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Capital Advisors Wealth Management held 13,771 shares of Fidelity High Dividend ETF worth $836K as of Q3 2026.
Capital Advisors Wealth Management bought 4,474 Fidelity High Dividend ETF shares in Q3 2026, an estimated $280K.
Fidelity High Dividend ETF made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #112 holding.
Capital Advisors Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.