Founders Financial Securities’s Fidelity High Dividend ETF FDVV Stock Holding History

Founders Financial Securities’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 Q3	$1.37M	Buy	22,528 +727	+3%	+$45.5K	0.07%	268
2026 Q2	$1.31M	Buy	21,801 +487	+2%	+$29K	0.07%	260
2026 Q1	$1.22M	Buy	21,314 +1,035	+5%	+$59.5K	0.07%	255
2025 Q4	$1.15M	Buy	20,279 +5,264	+35%	+$296K	0.07%	261
2025 Q3	$836K	Buy	15,015 +1,421	+10%	+$77.3K	0.06%	272
2025 Q2	$707K	Buy	+13,594	New	+$669K	0.05%	286

Other funds holding FDVV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Founders Financial Securities's FDVV Position: Q3 2026 in Review

Founders Financial Securities increased its Fidelity High Dividend ETF (FDVV) stake by 3.3% in Q3 2026, buying an estimated $45.5K and bringing the position to 22,528 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #268.

Founders Financial Securities first reported a position in FDVV in Q2 2025 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Founders Financial Securities held 22,528 shares of Fidelity High Dividend ETF worth $1.37M as of Q3 2026.
Founders Financial Securities bought 727 Fidelity High Dividend ETF shares in Q3 2026, an estimated $45.5K.
Fidelity High Dividend ETF made up 0.07% of Founders Financial Securities's portfolio in Q3 2026, its #268 holding.
Founders Financial Securities first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
337 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.