DHK Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

DHK Financial Advisors’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
2025 Q2	$374K	Buy	7,189 +63	+0.9%	+$3.1K	0.22%	74
2025 Q1	$353K	Buy	7,126 +59	+0.8%	+$2.98K	0.19%	76
2024 Q4	$353K	Buy	7,067 +67	+1%	+$3.43K	0.21%	73
2024 Q3	$355K	Hold	7,000	–	–	0.22%	65
2024 Q2	$327K	Buy	+7,000	New	+$320K	0.23%	65

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DHK Financial Advisors's FDVV Position: Q2 2025 in Review

DHK Financial Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.88% in Q2 2025, buying an estimated $3.1K and bringing the position to 7,189 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #74.

DHK Financial Advisors first reported a position in FDVV in Q2 2024 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold FDVV as of Q2 2025.

DHK Financial Advisors held 7,189 shares of Fidelity High Dividend ETF worth $374K as of Q2 2025.
DHK Financial Advisors bought 63 Fidelity High Dividend ETF shares in Q2 2025, an estimated $3.1K.
Fidelity High Dividend ETF made up 0.22% of DHK Financial Advisors's portfolio in Q2 2025, its #74 holding.
DHK Financial Advisors first reported a position in Fidelity High Dividend ETF in Q2 2024 and has held it in 5 quarters since.
367 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.