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
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: Q1 2026 in Review

Coastal Bridge Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.77% in Q1 2026, buying an estimated $2.01K and bringing the position to 4,600 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #397.

Coastal Bridge Advisors first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Coastal Bridge Advisors held 4,600 shares of Fidelity High Dividend ETF worth $254K as of Q1 2026.
  • Coastal Bridge Advisors bought 35 Fidelity High Dividend ETF shares in Q1 2026, an estimated $2.01K.
  • Fidelity High Dividend ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #397 holding.
  • Coastal Bridge Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastal Bridge Advisors's Fidelity High Dividend ETF position peaked at $259K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.