DAS
FDVV icon

Dynamic Advisor Solutions’s Fidelity High Dividend ETF FDVV Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-5,324
Closed -$294K – 1060
2026
Q1 		$294K Buy
5,324
+21
+0.4% +$1.21K 0.01% 809
2025
Q4 		$301K Buy
5,303
+149
+3% +$8.37K 0.01% 782
2025
Q3 		$287K Buy
5,154
+17
+0.3% +$924 0.01% 785
2025
Q2 		$267K Buy
+5,137
New +$253K 0.01% 780

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
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
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Dynamic Advisor Solutions's FDVV Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Fidelity High Dividend ETF (FDVV) in Q2 2026, closing a stake of 5,324 shares — an estimated $294K sold.

Dynamic Advisor Solutions first reported a position in FDVV in Q2 2025 and held it in 4 quarters. The position peaked at $301K in Q4 2025. 105 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Fidelity High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,324 Fidelity High Dividend ETF shares in Q2 2026, an estimated $294K.
  • Dynamic Advisor Solutions first reported a position in Fidelity High Dividend ETF in Q2 2025 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Fidelity High Dividend ETF position peaked at $301K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.