Creative Financial Designs’s Fidelity High Dividend ETF FDVV Stock Holding History

Creative Financial Designs’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	$184K	Buy	3,331 +1,195	+56%	+$68.7K	0.01%	535
2025 Q4	$121K	Buy	2,136 +354	+20%	+$19.9K	0.01%	611
2025 Q3	$99.3K	Buy	+1,782	New	+$96.9K	0.01%	651
2019 Q1	–	Sell	-75	Closed	-$2K	–	586
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	512
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	639
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	649
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	601
2017 Q4	$2K	Buy	+75	New	+$2.1K	﹤0.01%	601

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Creative Financial Designs's FDVV Position: Q1 2026 in Review

Creative Financial Designs increased its Fidelity High Dividend ETF (FDVV) stake by 56% in Q1 2026, buying an estimated $68.7K and bringing the position to 3,331 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #535.

Creative Financial Designs first reported a position in FDVV in Q4 2017 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Creative Financial Designs held 3,331 shares of Fidelity High Dividend ETF worth $184K as of Q1 2026.
Creative Financial Designs bought 1,195 Fidelity High Dividend ETF shares in Q1 2026, an estimated $68.7K.
Fidelity High Dividend ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #535 holding.
Creative Financial Designs first reported a position in Fidelity High Dividend ETF in Q4 2017 and has held it in 8 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.