Fiduciary Alliance
FDVV icon

Fiduciary Alliance’s Fidelity High Dividend ETF FDVV Stock Holding History

Fiduciary Alliance’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 		$985K Buy
16,211
+706
+5% +$44.2K 0.07% 235
2026
Q2 		$935K Sell
15,505
-82
-0.5% -$4.88K 0.06% 275
2026
Q1 		$907K Buy
15,587
+1,327
+9% +$76.3K 0.05% 274
2025
Q4 		$808K Buy
14,260
+4,712
+49% +$265K 0.05% 264
2025
Q3 		$532K Buy
9,548
+4,949
+108% +$269K 0.04% 335
2025
Q2 		$239K Buy
+4,599
New +$226K 0.02% 434

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Fiduciary Alliance's FDVV Position: Q3 2026 in Review

Fiduciary Alliance increased its Fidelity High Dividend ETF (FDVV) stake by 4.6% in Q3 2026, buying an estimated $44.2K and bringing the position to 16,211 shares worth $985K. The position accounts for 0.07% of the portfolio, ranked #235.

Fiduciary Alliance first reported a position in FDVV in Q2 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Fiduciary Alliance held 16,211 shares of Fidelity High Dividend ETF worth $985K as of Q3 2026.
  • Fiduciary Alliance bought 706 Fidelity High Dividend ETF shares in Q3 2026, an estimated $44.2K.
  • Fidelity High Dividend ETF made up 0.07% of Fiduciary Alliance's portfolio in Q3 2026, its #235 holding.
  • Fiduciary Alliance first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • 136 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.