BFC Planning, Inc.’s Fidelity High Dividend ETF FDVV Stock Holding History

BFC Planning, Inc.’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	$4.33M	Buy	71,738 +3,272	+5%	+$195K	0.18%	122
2026 Q1	$3.78M	Buy	68,466 +478	+0.7%	+$27.5K	0.17%	124
2025 Q4	$3.85M	Buy	67,988 +4,455	+7%	+$250K	0.17%	119
2025 Q3	$3.54M	Buy	63,533 +6,650	+12%	+$362K	0.26%	74
2025 Q2	$2.96M	Sell	56,883 -148	-0.3%	-$7.28K	0.23%	86
2025 Q1	$2.83M	Buy	57,031 +8,120	+17%	+$411K	0.25%	88
2024 Q4	$2.44M	Buy	+48,911	New	+$2.51M	0.2%	90

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

BFC Planning, Inc.'s FDVV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Fidelity High Dividend ETF (FDVV) stake by 4.8% in Q2 2026, buying an estimated $195K and bringing the position to 71,738 shares worth $4.33M. The position accounts for 0.18% of the portfolio, ranked #122.

BFC Planning, Inc. first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. 519 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

BFC Planning, Inc. held 71,738 shares of Fidelity High Dividend ETF worth $4.33M as of Q2 2026.
BFC Planning, Inc. bought 3,272 Fidelity High Dividend ETF shares in Q2 2026, an estimated $195K.
Fidelity High Dividend ETF made up 0.18% of BFC Planning, Inc.'s portfolio in Q2 2026, its #122 holding.
BFC Planning, Inc. first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
519 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.