Everest Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Everest Financial Group’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	$1.34M	Sell	22,227 -2,059	-8%	-$122K	0.18%	78
2026 Q1	$1.34M	Buy	24,286 +1,670	+7%	+$96.1K	0.22%	74
2025 Q4	$1.28M	Buy	+22,616	New	+$1.27M	0.29%	43

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

Everest Financial Group's FDVV Position: Q2 2026 in Review

Everest Financial Group reduced its Fidelity High Dividend ETF (FDVV) stake by 8.5% in Q2 2026, selling an estimated $122K and leaving 22,227 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #78.

Everest Financial Group first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 510 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Everest Financial Group held 22,227 shares of Fidelity High Dividend ETF worth $1.34M as of Q2 2026.
Everest Financial Group sold 2,059 Fidelity High Dividend ETF shares in Q2 2026, an estimated $122K.
Fidelity High Dividend ETF made up 0.18% of Everest Financial Group's portfolio in Q2 2026, its #78 holding.
Everest Financial Group first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Everest Financial Group's Fidelity High Dividend ETF position peaked at $1.34M in Q1 2026.
510 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.