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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.25M Sell
21,403
-14,014
-40% -$806K 0.02% 526
2025
Q4
$2.03M Buy
+35,417
New +$1.99M 0.09% 211

Other funds holding FDVV

Diversify Wealth Management's FDVV Position: Q1 2026 in Review

Diversify Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 40% in Q1 2026, selling an estimated $806K and leaving 21,403 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #526.

Diversify Wealth Management first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.03M in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Diversify Wealth Management held 21,403 shares of Fidelity High Dividend ETF worth $1.25M as of Q1 2026.
  • Diversify Wealth Management sold 14,014 Fidelity High Dividend ETF shares in Q1 2026, an estimated $806K.
  • Fidelity High Dividend ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #526 holding.
  • Diversify Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Diversify Wealth Management's Fidelity High Dividend ETF position peaked at $2.03M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.