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Garton & Associates Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Garton & Associates Financial 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 		– Sell
-4,656
Closed -$257K – 33
2026
Q1 		$257K Buy
4,656
+463
+11% +$26.6K 0.21% 92
2025
Q4 		$238K Buy
+4,193
New +$236K 0.13% 117

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Garton & Associates Financial Advisors's FDVV Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q2 2026, closing a stake of 4,656 shares — an estimated $257K sold.

Garton & Associates Financial Advisors first reported a position in FDVV in Q4 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2026. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Fidelity High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,656 Fidelity High Dividend ETF shares in Q2 2026, an estimated $257K.
  • Garton & Associates Financial Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Fidelity High Dividend ETF position peaked at $257K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.