Cyr Financial
FDVV icon

Cyr Financial’s Fidelity High Dividend ETF FDVV Stock Holding History

Cyr Financial’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 		$11.1M Buy
182,288
+14,458
+9% +$906K 5.38% 9
2026
Q2 		$10.1M Buy
167,830
+11,501
+7% +$684K 5.27% 9
2026
Q1 		$8.64M Buy
156,329
+17,549
+13% +$1.01M 5.08% 9
2025
Q4 		$7.87M Buy
+138,780
New +$7.8M 4.91% 9

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Cyr Financial's FDVV Position: Q3 2026 in Review

Cyr Financial increased its Fidelity High Dividend ETF (FDVV) stake by 8.6% in Q3 2026, buying an estimated $906K and bringing the position to 182,288 shares worth $11.1M. The position accounts for 5.38% of the portfolio, ranked #9.

Cyr Financial first reported a position in FDVV in Q4 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Cyr Financial held 182,288 shares of Fidelity High Dividend ETF worth $11.1M as of Q3 2026.
  • Cyr Financial bought 14,458 Fidelity High Dividend ETF shares in Q3 2026, an estimated $906K.
  • Fidelity High Dividend ETF made up 5.38% of Cyr Financial's portfolio in Q3 2026, its #9 holding.
  • Cyr Financial first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.