Creekmur Asset Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Creekmur Asset Management’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
2025 Q3	$39K	Hold	700	–	–	0.01%	367
2025 Q2	$36.4K	Hold	700	–	–	0.01%	375
2025 Q1	$34.7K	Buy	+700	New	+$35.4K	0.01%	349

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creekmur Asset Management's FDVV Position: Q3 2025 in Review

Creekmur Asset Management held its Fidelity High Dividend ETF (FDVV) position steady in Q3 2025 at 700 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #367.

Creekmur Asset Management first reported a position in FDVV in Q1 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold FDVV as of Q3 2025.

Creekmur Asset Management held 700 shares of Fidelity High Dividend ETF worth $39K as of Q3 2025.
Creekmur Asset Management left its Fidelity High Dividend ETF share count unchanged in Q3 2025.
Fidelity High Dividend ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #367 holding.
Creekmur Asset Management first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 3 quarters since.
403 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.