Fidelity Investments
DFVE icon

Fidelity Investments’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Fidelity Investments’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$32 – 5586
2025
Q4 		$32 Buy
+1
New +$32 ﹤0.01% 5322
2025
Q1 		– Sell
-1
Closed -$28 – 5724
2024
Q4 		$28 Buy
+1
New +$29 ﹤0.01% 5303

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Fidelity Investments's DFVE Position: Q1 2026 in Review

Fidelity Investments sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q1 2026, closing a stake of 1 share — an estimated $32 sold.

Fidelity Investments first reported a position in DFVE in Q4 2024 and held it in 2 quarters. The position peaked at $32 in Q4 2025. 9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

  • Fidelity Investments reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Fidelity Investments sold 1 DoubleLine Fortune 500 Equal Weight ETF share in Q1 2026, an estimated $32.
  • Fidelity Investments first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Fidelity Investments's DoubleLine Fortune 500 Equal Weight ETF position peaked at $32 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.