EverSource Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$667 Sell
11
-11
-50% -$654 ﹤0.01% 4074
2026
Q1
$1.22K Buy
22
+11
+100% +$633 ﹤0.01% 3791
2025
Q4
$627 Hold
11
﹤0.01% 3823
2025
Q3
$616 Hold
11
﹤0.01% 3896
2025
Q2
$575 Hold
11
﹤0.01% 3869
2025
Q1
$549 Buy
+11
New +$556 ﹤0.01% 3423
2024
Q2
Sell
-800
Closed -$35.3K 3090
2024
Q1
$35.3K Buy
+800
New +$34.8K ﹤0.01% 1121
2023
Q4
Sell
-317
Closed -$12.2K 2674
2023
Q3
$12.2K Buy
+317
New +$12.8K ﹤0.01% 1339

Other funds holding FDVV

EverSource Wealth Advisors's FDVV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 50% in Q2 2026, selling an estimated $654 and leaving 11 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #4074.

EverSource Wealth Advisors first reported a position in FDVV in Q3 2023 and has held it in 8 quarters since. The position peaked at $35.3K in Q1 2024. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • EverSource Wealth Advisors held 11 shares of Fidelity High Dividend ETF worth $667 as of Q2 2026.
  • EverSource Wealth Advisors sold 11 Fidelity High Dividend ETF shares in Q2 2026, an estimated $654.
  • Fidelity High Dividend ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4074 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q3 2023 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Fidelity High Dividend ETF position peaked at $35.3K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.