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

Centerline Wealth Advisors’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	$8.2M	Buy	135,983 +5,110	+4%	+$304K	2.57%	14
2026 Q1	$7.23M	Buy	130,873 +39,586	+43%	+$2.28M	2.6%	14
2025 Q4	$5.18M	Sell	91,287 -4,037	-4%	-$227K	1.87%	16
2025 Q3	$5.31M	Buy	95,324 +28,410	+42%	+$1.54M	2.31%	19
2025 Q2	$3.48M	Buy	+66,914	New	+$3.29M	1.71%	18

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

Centerline Wealth Advisors's FDVV Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 3.9% in Q2 2026, buying an estimated $304K and bringing the position to 135,983 shares worth $8.2M. The position accounts for 2.57% of the portfolio, ranked #14.

Centerline Wealth Advisors first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Centerline Wealth Advisors held 135,983 shares of Fidelity High Dividend ETF worth $8.2M as of Q2 2026.
Centerline Wealth Advisors bought 5,110 Fidelity High Dividend ETF shares in Q2 2026, an estimated $304K.
Fidelity High Dividend ETF made up 2.57% of Centerline Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Centerline Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
163 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.