First Heartland Consultants’s Fidelity High Dividend ETF FDVV Stock Holding History

First Heartland Consultants’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	–	Sell	-12,650	Closed	-$699K	–	596
2026 Q1	$699K	Buy	+12,650	New	+$728K	0.05%	239

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 22.9% 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 Heartland Consultants's FDVV Position: Q2 2026 in Review

First Heartland Consultants sold out of Fidelity High Dividend ETF (FDVV) in Q2 2026, closing a stake of 12,650 shares — an estimated $699K sold.

First Heartland Consultants first reported a position in FDVV in Q1 2026 and held it in 1 quarter. The position peaked at $699K in Q1 2026. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

First Heartland Consultants reported no remaining Fidelity High Dividend ETF position as of Q2 2026 after selling out during the quarter.
First Heartland Consultants sold 12,650 Fidelity High Dividend ETF shares in Q2 2026, an estimated $699K.
First Heartland Consultants first reported a position in Fidelity High Dividend ETF in Q1 2026 and held it in 1 quarter.
First Heartland Consultants's Fidelity High Dividend ETF position peaked at $699K in Q1 2026.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.