Coordinated Financial Services’s Fidelity High Dividend ETF FDVV Stock Holding History

Coordinated Financial Services’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 Q1	$233K	Buy	+4,220	New	+$243K	0.13%	160

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Coordinated Financial Services's FDVV Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in Fidelity High Dividend ETF (FDVV) in Q1 2026: 4,220 shares worth $233K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings.

488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Coordinated Financial Services held 4,220 shares of Fidelity High Dividend ETF worth $233K as of Q1 2026.
Fidelity High Dividend ETF was a new Coordinated Financial Services position in Q1 2026.
Fidelity High Dividend ETF made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #160 holding.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.