Creative Planning’s Fidelity High Dividend ETF FDVV Stock Holding History

Creative Planning’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 Q2	$1.23M	Buy	20,455 +687	+3%	+$40.9K	﹤0.01%	2472
2026 Q1	$1.09M	Buy	19,768 +356	+2%	+$20.5K	﹤0.01%	2383
2025 Q4	$1.1M	Buy	19,412 +8,602	+80%	+$483K	﹤0.01%	2202
2025 Q3	$602K	Sell	10,810 -165	-2%	-$8.97K	﹤0.01%	2557
2025 Q2	$571K	Buy	10,975 +1,811	+20%	+$89.1K	﹤0.01%	2339
2025 Q1	$455K	Buy	+9,164	New	+$464K	﹤0.01%	2361

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

RPGK

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's FDVV Position: Q2 2026 in Review

Creative Planning increased its Fidelity High Dividend ETF (FDVV) stake by 3.5% in Q2 2026, buying an estimated $40.9K and bringing the position to 20,455 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Creative Planning first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Creative Planning held 20,455 shares of Fidelity High Dividend ETF worth $1.23M as of Q2 2026.
Creative Planning bought 687 Fidelity High Dividend ETF shares in Q2 2026, an estimated $40.9K.
Fidelity High Dividend ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2472 holding.
Creative Planning first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.