CWC
FDVV icon

Carolinas Wealth Consulting’s Fidelity High Dividend ETF FDVV Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-139
Closed -$6.9K – 315
2025
Q1 		$6.9K Buy
+139
New +$7.03K ﹤0.01% 564

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carolinas Wealth Consulting's FDVV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity High Dividend ETF (FDVV) in Q2 2025, closing a stake of 139 shares — an estimated $6.9K sold.

Carolinas Wealth Consulting first reported a position in FDVV in Q1 2025 and held it in 1 quarter. The position peaked at $6.9K in Q1 2025. 367 funds tracked by Wall St. Rank hold FDVV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fidelity High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 139 Fidelity High Dividend ETF shares in Q2 2025, an estimated $6.9K.
  • Carolinas Wealth Consulting first reported a position in Fidelity High Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Fidelity High Dividend ETF position peaked at $6.9K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.