FSB Premier Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

FSB Premier Wealth Management’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
2025 Q4	–	Sell	-4,663	Closed	-$260K	–	239
2025 Q3	$260K	Buy	4,663 +2	+0%	+$109	0.09%	202
2025 Q2	$242K	Buy	4,661 +15	+0.3%	+$738	0.09%	194
2025 Q1	$230K	Buy	4,646 +2	+0%	+$101	0.09%	191
2024 Q4	$232K	Sell	4,644 -59	-1%	-$3.02K	0.09%	195
2024 Q3	$238K	Sell	4,703 -89	-2%	-$4.34K	0.1%	187
2024 Q2	$224K	Buy	4,792 +34	+0.7%	+$1.55K	0.1%	170
2024 Q1	$216K	Sell	4,758 -38	-0.8%	-$1.65K	0.1%	172
2023 Q4	$203K	Buy	+4,796	New	+$190K	0.1%	169

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FSB Premier Wealth Management's FDVV Position: Q4 2025 in Review

FSB Premier Wealth Management sold out of Fidelity High Dividend ETF (FDVV) in Q4 2025, closing a stake of 4,663 shares — an estimated $260K sold.

FSB Premier Wealth Management first reported a position in FDVV in Q4 2023 and held it in 8 quarters. The position peaked at $260K in Q3 2025. 451 funds tracked by Wall St. Rank hold FDVV as of Q4 2025.

FSB Premier Wealth Management reported no remaining Fidelity High Dividend ETF position as of Q4 2025 after selling out during the quarter.
FSB Premier Wealth Management sold 4,663 Fidelity High Dividend ETF shares in Q4 2025, an estimated $260K.
FSB Premier Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2023 and held it in 8 quarters.
FSB Premier Wealth Management's Fidelity High Dividend ETF position peaked at $260K in Q3 2025.
451 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2025.

Based on FSB Premier Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.