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Elite Financial’s Fidelity High Dividend ETF FDVV Stock Holding History

Elite Financial’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
Q1 		$864K Buy
15,649
+9,548
+156% +$549K 0.39% 31
2025
Q4 		$345K Buy
+6,101
New +$343K 0.16% 44

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Elite Financial's FDVV Position: Q1 2026 in Review

Elite Financial increased its Fidelity High Dividend ETF (FDVV) stake by 156% in Q1 2026, buying an estimated $549K and bringing the position to 15,649 shares worth $864K. The position accounts for 0.39% of the portfolio, ranked #31.

Elite Financial first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Elite Financial held 15,649 shares of Fidelity High Dividend ETF worth $864K as of Q1 2026.
  • Elite Financial bought 9,548 Fidelity High Dividend ETF shares in Q1 2026, an estimated $549K.
  • Fidelity High Dividend ETF made up 0.39% of Elite Financial's portfolio in Q1 2026, its #31 holding.
  • Elite Financial first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.