Fortitude Financial’s Fidelity High Dividend ETF FDVV Stock Holding History

Fortitude Financial’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	$300K	Sell	4,972 -38,277	-89%	-$2.28M	0.27%	24
2026 Q1	$2.39M	Sell	43,249 -643	-1%	-$37K	1.26%	9
2025 Q4	$2.49M	Buy	43,892 +37,570	+594%	+$2.11M	2.11%	9
2025 Q3	$293K	Sell	6,322 -687	-10%	-$37.4K	0.24%	32
2025 Q2	$307K	Sell	7,009 -39,310	-85%	-$1.93M	0.27%	27
2025 Q1	$2.3M	Hold	46,319	–	–	2.19%	11
2024 Q4	$2.31M	Buy	+46,319	New	+$2.37M	1.29%	8

Other funds holding FDVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Fortitude Financial's FDVV Position: Q2 2026 in Review

Fortitude Financial reduced its Fidelity High Dividend ETF (FDVV) stake by 89% in Q2 2026, selling an estimated $2.28M and leaving 4,972 shares worth $300K. The position accounts for 0.27% of the portfolio, ranked #24.

Fortitude Financial first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2025. 86 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Fortitude Financial held 4,972 shares of Fidelity High Dividend ETF worth $300K as of Q2 2026.
Fortitude Financial sold 38,277 Fidelity High Dividend ETF shares in Q2 2026, an estimated $2.28M.
Fidelity High Dividend ETF made up 0.27% of Fortitude Financial's portfolio in Q2 2026, its #24 holding.
Fortitude Financial first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Fortitude Financial's Fidelity High Dividend ETF position peaked at $2.49M in Q4 2025.
86 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.