Farther Finance Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Farther Finance Advisors’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 Q3	$403K	Sell	6,639 -67,771	-91%	-$4.25M	﹤0.01%	1763
2026 Q2	$4.49M	Buy	74,410 +1,008	+1%	+$59.9K	0.04%	439
2026 Q1	$4.07M	Buy	73,402 +2,738	+4%	+$157K	0.04%	401
2025 Q4	$4.01M	Buy	70,664 +62,147	+730%	+$3.49M	0.04%	365
2025 Q3	$474K	Buy	8,517 +8,305	+3,917%	+$452K	0.01%	1100
2025 Q2	$11K	Buy	212 +2	+1%	+$98	﹤0.01%	3028
2025 Q1	$10.4K	Buy	+210	New	+$10.6K	﹤0.01%	2718

Other funds holding FDVV

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's FDVV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 91% in Q3 2026, selling an estimated $4.25M and leaving 6,639 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Farther Finance Advisors first reported a position in FDVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.49M in Q2 2026. 12 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Farther Finance Advisors held 6,639 shares of Fidelity High Dividend ETF worth $403K as of Q3 2026.
Farther Finance Advisors sold 67,771 Fidelity High Dividend ETF shares in Q3 2026, an estimated $4.25M.
Fidelity High Dividend ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1763 holding.
Farther Finance Advisors first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's Fidelity High Dividend ETF position peaked at $4.49M in Q2 2026.
12 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.