Clark Wealth Partners
FDVV icon

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
Q3 		$14.9M Buy
245,248
+6,088
+3% +$381K 7.73% 4
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 $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Clark Wealth Partners's FDVV Position: Q3 2026 in Review

Clark Wealth Partners increased its Fidelity High Dividend ETF (FDVV) stake by 2.5% in Q3 2026, buying an estimated $381K and bringing the position to 245,248 shares worth $14.9M. The position accounts for 7.73% of the portfolio, ranked #4.

Clark Wealth Partners first reported a position in FDVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.9M in Q4 2025. 464 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Clark Wealth Partners held 245,248 shares of Fidelity High Dividend ETF worth $14.9M as of Q3 2026.
  • Clark Wealth Partners bought 6,088 Fidelity High Dividend ETF shares in Q3 2026, an estimated $381K.
  • Fidelity High Dividend ETF made up 7.73% of Clark Wealth Partners's portfolio in Q3 2026, its #4 holding.
  • Clark Wealth Partners first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
  • Clark Wealth Partners's Fidelity High Dividend ETF position peaked at $16.9M in Q4 2025.
  • 464 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.