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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Cyr Financial's FDVV Position: Q2 2026 in Review

Cyr Financial increased its Fidelity High Dividend ETF (FDVV) stake by 7.4% in Q2 2026, buying an estimated $684K and bringing the position to 167,830 shares worth $10.1M. The position accounts for 5.27% of the portfolio, ranked #9.

Cyr Financial first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Cyr Financial held 167,830 shares of Fidelity High Dividend ETF worth $10.1M as of Q2 2026.
  • Cyr Financial bought 11,501 Fidelity High Dividend ETF shares in Q2 2026, an estimated $684K.
  • Fidelity High Dividend ETF made up 5.27% of Cyr Financial's portfolio in Q2 2026, its #9 holding.
  • Cyr Financial first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.