Gaddis Premier Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Gaddis Premier Wealth Advisors’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	$848K	Buy	14,063 +1,585	+13%	+$94.3K	0.52%	38
2026 Q1	$689K	Buy	12,478 +843	+7%	+$48.5K	0.51%	40
2025 Q4	$660K	Buy	+11,635	New	+$654K	0.5%	38

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 22.9% 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

Gaddis Premier Wealth Advisors's FDVV Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 13% in Q2 2026, buying an estimated $94.3K and bringing the position to 14,063 shares worth $848K. The position accounts for 0.52% of the portfolio, ranked #38.

Gaddis Premier Wealth Advisors first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Gaddis Premier Wealth Advisors held 14,063 shares of Fidelity High Dividend ETF worth $848K as of Q2 2026.
Gaddis Premier Wealth Advisors bought 1,585 Fidelity High Dividend ETF shares in Q2 2026, an estimated $94.3K.
Fidelity High Dividend ETF made up 0.52% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Gaddis Premier Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.