Forefront Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Forefront Wealth Partners’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 Q1	$1.11M	Sell	20,004 -5,239	-21%	-$301K	0.46%	53
2025 Q4	$1.43M	Buy	25,243 +6,930	+38%	+$389K	0.68%	39
2025 Q3	$1.02M	Buy	18,313 +13,367	+270%	+$727K	0.26%	80
2025 Q2	$257K	Buy	+4,946	New	+$243K	0.18%	84

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Forefront Wealth Partners's FDVV Position: Q1 2026 in Review

Forefront Wealth Partners reduced its Fidelity High Dividend ETF (FDVV) stake by 21% in Q1 2026, selling an estimated $301K and leaving 20,004 shares worth $1.11M. The position accounts for 0.46% of the portfolio, ranked #53.

Forefront Wealth Partners first reported a position in FDVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Forefront Wealth Partners held 20,004 shares of Fidelity High Dividend ETF worth $1.11M as of Q1 2026.
Forefront Wealth Partners sold 5,239 Fidelity High Dividend ETF shares in Q1 2026, an estimated $301K.
Fidelity High Dividend ETF made up 0.46% of Forefront Wealth Partners's portfolio in Q1 2026, its #53 holding.
Forefront Wealth Partners first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
Forefront Wealth Partners's Fidelity High Dividend ETF position peaked at $1.43M in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.