Defined Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Defined Wealth 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
2026 Q2	$3.19M	Buy	+52,911	New	+$3.15M	1.64%	20

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

Defined Wealth Management's FDVV Position: Q2 2026 in Review

Defined Wealth Management opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 52,911 shares worth $3.19M. The stake represents 1.64% of the portfolio and ranks #20 among its holdings.

513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Defined Wealth Management held 52,911 shares of Fidelity High Dividend ETF worth $3.19M as of Q2 2026.
Fidelity High Dividend ETF was a new Defined Wealth Management position in Q2 2026.
Fidelity High Dividend ETF made up 1.64% of Defined Wealth Management's portfolio in Q2 2026, its #20 holding.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.