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Clark Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Clark Wealth Partners’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 		$14.4M Sell
239,160
-26,954
-10% -$1.6M 8.14% 5
2026
Q1 		$14.7M Sell
266,114
-32,470
-11% -$1.87M 9.87% 3
2025
Q4 		$16.9M Hold
298,584
– – 10.31% 3
2025
Q3 		$16.9M Buy
+298,584
New +$16.2M 10.31% 3

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Clark Wealth Partners's FDVV Position: Q2 2026 in Review

Clark Wealth Partners reduced its Fidelity High Dividend ETF (FDVV) stake by 10% in Q2 2026, selling an estimated $1.6M and leaving 239,160 shares worth $14.4M. The position accounts for 8.14% of the portfolio, ranked #5.

Clark Wealth Partners first reported a position in FDVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.9M in Q4 2025. 498 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Clark Wealth Partners held 239,160 shares of Fidelity High Dividend ETF worth $14.4M as of Q2 2026.
  • Clark Wealth Partners sold 26,954 Fidelity High Dividend ETF shares in Q2 2026, an estimated $1.6M.
  • Fidelity High Dividend ETF made up 8.14% of Clark Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Clark Wealth Partners first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Clark Wealth Partners's Fidelity High Dividend ETF position peaked at $16.9M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.