CX Institutional’s Fidelity High Dividend ETF FDVV Stock Holding History

CX Institutional’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 Q3	$12K	Buy	194 +2	+1%	+$125	﹤0.01%	1319
2026 Q2	$12K	Buy	192 +1	+0.5%	+$59	﹤0.01%	1265
2026 Q1	$11K	Buy	191 +2	+1%	+$115	﹤0.01%	1273
2025 Q4	$11K	Buy	189 +1	+0.5%	+$56	﹤0.01%	1179
2025 Q3	$10K	Buy	+188	New	+$10.2K	﹤0.01%	1189

Other funds holding FDVV

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's FDVV Position: Q3 2026 in Review

CX Institutional increased its Fidelity High Dividend ETF (FDVV) stake by 1% in Q3 2026, buying an estimated $125 and bringing the position to 194 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

CX Institutional first reported a position in FDVV in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

CX Institutional held 194 shares of Fidelity High Dividend ETF worth $12K as of Q3 2026.
CX Institutional bought 2 Fidelity High Dividend ETF shares in Q3 2026, an estimated $125.
Fidelity High Dividend ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1319 holding.
CX Institutional first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.