Concord Wealth Partners’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
$33.1K Buy
+549
New +$32.6K ﹤0.01% 421
2026
Q1
Sell
-287
Closed -$16.3K 396
2025
Q4
$16.3K Buy
+287
New +$16.1K ﹤0.01% 473

Other funds holding FDVV

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

Concord Wealth Partners opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 549 shares worth $33.1K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FDVV as recently as Q4 2025.

Concord Wealth Partners first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Concord Wealth Partners held 549 shares of Fidelity High Dividend ETF worth $33.1K as of Q2 2026.
  • Fidelity High Dividend ETF was a new Concord Wealth Partners position in Q2 2026.
  • Fidelity High Dividend ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #421 holding.
  • Concord Wealth Partners first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.