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 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 $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 22.96% 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

Founders Financial Securities's FDVV Position: Q2 2026 in Review

Founders Financial Securities increased its Fidelity High Dividend ETF (FDVV) stake by 2.3% in Q2 2026, buying an estimated $29K and bringing the position to 21,801 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #260.

Founders Financial Securities first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. 515 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Founders Financial Securities held 21,801 shares of Fidelity High Dividend ETF worth $1.31M as of Q2 2026.
Founders Financial Securities bought 487 Fidelity High Dividend ETF shares in Q2 2026, an estimated $29K.
Fidelity High Dividend ETF made up 0.07% of Founders Financial Securities's portfolio in Q2 2026, its #260 holding.
Founders Financial Securities first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
515 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.