Envestnet Portfolio Solutions’s Fidelity High Dividend ETF FDVV Stock Holding History

Envestnet Portfolio 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	$3.79M	Buy	62,913 +3,054	+5%	+$182K	0.02%	380
2026 Q1	$3.31M	Buy	59,859 +1,292	+2%	+$74.3K	0.02%	365
2025 Q4	$3.32M	Buy	58,567 +15,504	+36%	+$871K	0.01%	444
2025 Q3	$2.4M	Sell	43,063 -23,789	-36%	-$1.29M	0.01%	493
2025 Q2	$3.48M	Buy	66,852 +17,047	+34%	+$839K	0.01%	439
2025 Q1	$2.47M	Buy	49,805 +7,400	+17%	+$374K	0.01%	522
2024 Q4	$2.12M	Buy	42,405 +17,875	+73%	+$916K	0.01%	645
2024 Q3	$1.24M	Buy	24,530 +2,910	+13%	+$142K	﹤0.01%	820
2024 Q2	$1.01M	Buy	21,620 +4,706	+28%	+$215K	﹤0.01%	854
2024 Q1	$766K	Buy	16,914 +3,507	+26%	+$153K	﹤0.01%	943
2023 Q4	$567K	Buy	13,407 +1,557	+13%	+$61.8K	﹤0.01%	996
2023 Q3	$457K	Buy	+11,850	New	+$477K	﹤0.01%	1023

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 22.9% 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

Envestnet Portfolio Solutions's FDVV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity High Dividend ETF (FDVV) stake by 5.1% in Q2 2026, buying an estimated $182K and bringing the position to 62,913 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #380.

Envestnet Portfolio Solutions first reported a position in FDVV in Q3 2023 and has held it in 12 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Envestnet Portfolio Solutions held 62,913 shares of Fidelity High Dividend ETF worth $3.79M as of Q2 2026.
Envestnet Portfolio Solutions bought 3,054 Fidelity High Dividend ETF shares in Q2 2026, an estimated $182K.
Fidelity High Dividend ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #380 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.