First Foundation Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

First Foundation 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 Q2	$271K	Hold	4,500	–	–	0.01%	311
2026 Q1	$249K	Hold	4,500	–	–	0.01%	305
2025 Q4	$255K	Hold	4,500	–	–	0.01%	299
2025 Q3	$251K	Hold	4,500	–	–	0.01%	299
2025 Q2	$234K	Hold	4,500	–	–	0.01%	308
2025 Q1	$223K	Hold	4,500	–	–	0.01%	309
2024 Q4	$225K	Hold	4,500	–	–	0.01%	315
2024 Q3	$228K	Hold	4,500	–	–	0.01%	322
2024 Q2	$211K	Hold	4,500	–	–	0.01%	321
2024 Q1	$204K	Buy	+4,500	New	+$196K	0.01%	331

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

First Foundation Advisors's FDVV Position: Q2 2026 in Review

First Foundation Advisors held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 4,500 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #311.

First Foundation Advisors first reported a position in FDVV in Q1 2024 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

First Foundation Advisors held 4,500 shares of Fidelity High Dividend ETF worth $271K as of Q2 2026.
First Foundation Advisors left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #311 holding.
First Foundation Advisors first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.