Cyndeo Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Cyndeo Wealth Partners’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	$2.29M	Buy	38,004 +8,349	+28%	+$497K	0.11%	177
2026 Q1	$1.64M	Buy	29,655 +13,908	+88%	+$800K	0.09%	188
2025 Q4	$893K	Buy	15,747 +939	+6%	+$52.8K	0.05%	252
2025 Q3	$825K	Buy	14,808 +621	+4%	+$33.8K	0.05%	256
2025 Q2	$738K	Buy	14,187 +1,815	+15%	+$89.3K	0.04%	260
2025 Q1	$614K	Buy	+12,372	New	+$626K	0.04%	271

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

Cyndeo Wealth Partners's FDVV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Fidelity High Dividend ETF (FDVV) stake by 28% in Q2 2026, buying an estimated $497K and bringing the position to 38,004 shares worth $2.29M. The position accounts for 0.11% of the portfolio, ranked #177.

Cyndeo Wealth Partners first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Cyndeo Wealth Partners held 38,004 shares of Fidelity High Dividend ETF worth $2.29M as of Q2 2026.
Cyndeo Wealth Partners bought 8,349 Fidelity High Dividend ETF shares in Q2 2026, an estimated $497K.
Fidelity High Dividend ETF made up 0.11% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #177 holding.
Cyndeo Wealth Partners first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.