Financial Partners Group (Kansas)’s Fidelity High Dividend ETF FDVV Stock Holding History

Financial Partners Group (Kansas)’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	$255K	Buy	+4,235	New	+$252K	0.03%	222
2026 Q1	–	Sell	-3,549	Closed	-$206K	–	230
2025 Q4	$206K	Buy	+3,549	New	+$199K	0.02%	218
2025 Q2	–	Sell	-4,542	Closed	-$225K	–	207
2025 Q1	$225K	Sell	4,542 -1,993	-30%	-$101K	0.03%	177
2024 Q4	$326K	Sell	6,535 -960	-13%	-$49.2K	0.05%	135
2024 Q3	$380K	Buy	+7,495	New	+$365K	0.06%	128

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

Financial Partners Group (Kansas)'s FDVV Position: Q2 2026 in Review

Financial Partners Group (Kansas) opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 4,235 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #222 among its holdings. This is a return to the name: Financial Partners Group (Kansas) previously reported a position in FDVV as recently as Q4 2025.

Financial Partners Group (Kansas) first reported a position in FDVV in Q3 2024 and has held it in 5 quarters since. The position peaked at $380K in Q3 2024. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Financial Partners Group (Kansas) held 4,235 shares of Fidelity High Dividend ETF worth $255K as of Q2 2026.
Fidelity High Dividend ETF was a new Financial Partners Group (Kansas) position in Q2 2026.
Fidelity High Dividend ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #222 holding.
Financial Partners Group (Kansas) first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 5 quarters since.
Financial Partners Group (Kansas)'s Fidelity High Dividend ETF position peaked at $380K in Q3 2024.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.