FPCP
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Fort Point Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Fort Point Capital Partners’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,476
Closed -$860K – 239
2025
Q2 		$860K Buy
6,476
+14
+0.2% +$1.81K 0.06% 163
2025
Q1 		$868K Buy
6,462
+36
+0.6% +$4.83K 0.1% 141
2024
Q4 		$844K Buy
6,426
+289
+5% +$39.4K 0.09% 146
2024
Q3 		$829K Buy
6,137
+16
+0.3% +$2.07K 0.1% 134
2024
Q2 		$740K Buy
6,121
+327
+6% +$39.7K 0.09% 156
2024
Q1 		$714K Sell
5,794
-84
-1% -$9.84K 0.1% 152
2023
Q4 		$689K Buy
5,878
+164
+3% +$18K 0.1% 140
2023
Q3 		$615K Hold
5,714
– – 0.09% 123
2023
Q2 		$647K Buy
5,714
+620
+12% +$70.6K 0.09% 128
2023
Q1 		$597K Buy
5,094
+272
+6% +$32.9K 0.09% 145
2022
Q4 		$582K Buy
4,822
+158
+3% +$18.7K 0.09% 145
2022
Q3 		$500K Buy
4,664
+120
+3% +$14.4K 0.08% 152
2022
Q2 		$535K Buy
4,544
+200
+5% +$25K 0.09% 155
2022
Q1 		$557K Buy
4,344
+209
+5% +$26.1K 0.08% 162
2021
Q4 		$507K Sell
4,135
-49
-1% -$5.84K 0.07% 160
2021
Q3 		$480K Buy
+4,184
New +$489K 0.07% 149

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fort Point Capital Partners's DVY Position: Q3 2025 in Review

Fort Point Capital Partners sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 6,476 shares — an estimated $860K sold.

Fort Point Capital Partners first reported a position in DVY in Q3 2021 and held it in 16 quarters. The position peaked at $868K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

  • Fort Point Capital Partners reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 6,476 iShares Select Dividend ETF shares in Q3 2025, an estimated $860K.
  • Fort Point Capital Partners first reported a position in iShares Select Dividend ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's iShares Select Dividend ETF position peaked at $868K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.