Coastal Bridge Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$280K Buy
4,638
+38
+0.8% +$2.26K 0.02% 404
2026
Q1
$254K Buy
4,600
+35
+0.8% +$2.01K 0.02% 397
2025
Q4
$259K Buy
+4,565
New +$257K 0.02% 394

Other funds holding FDVV

Coastal Bridge Advisors's FDVV Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.83% in Q2 2026, buying an estimated $2.26K and bringing the position to 4,638 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #404.

Coastal Bridge Advisors first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Coastal Bridge Advisors held 4,638 shares of Fidelity High Dividend ETF worth $280K as of Q2 2026.
  • Coastal Bridge Advisors bought 38 Fidelity High Dividend ETF shares in Q2 2026, an estimated $2.26K.
  • Fidelity High Dividend ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #404 holding.
  • Coastal Bridge Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.