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

Dynasty 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	$114M	Buy	1,888,109 +163,544	+9%	+$9.73M	0.85%	33
2026 Q1	$95.3M	Buy	1,724,565 +942,923	+121%	+$54.2M	0.83%	32
2025 Q4	$44.3M	Buy	781,642 +88,986	+13%	+$5M	0.44%	43
2025 Q3	$38.6M	Buy	692,656 +131,160	+23%	+$7.13M	0.52%	36
2025 Q2	$29.2M	Sell	561,496 -29,568	-5%	-$1.45M	0.5%	40
2025 Q1	$29.3M	Buy	+591,064	New	+$29.9M	0.49%	37

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

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

Dynasty Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 9.5% in Q2 2026, buying an estimated $9.73M and bringing the position to 1,888,109 shares worth $114M. The position accounts for 0.85% of the portfolio, ranked #33.

Dynasty Wealth Management first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Dynasty Wealth Management held 1,888,109 shares of Fidelity High Dividend ETF worth $114M as of Q2 2026.
Dynasty Wealth Management bought 163,544 Fidelity High Dividend ETF shares in Q2 2026, an estimated $9.73M.
Fidelity High Dividend ETF made up 0.85% of Dynasty Wealth Management's portfolio in Q2 2026, its #33 holding.
Dynasty Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.