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Global Retirement Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Global Retirement Partners’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 		$8.13M Buy
+134,781
New +$8.02M 0.12% 166
2025
Q4 		$6.57M Buy
115,815
+22,934
+25% +$1.29M 0.12% 167
2025
Q3 		$5.17M Buy
92,881
+17,608
+23% +$957K 0.12% 163
2025
Q2 		$3.92M Buy
+75,273
New +$3.7M 0.1% 193
2024
Q4 		$1.76M Buy
35,309
+20,993
+147% +$1.08M 0.05% 326
2024
Q3 		$725K Buy
14,316
+6,326
+79% +$308K 0.02% 529
2024
Q2 		$374K Buy
7,990
+1,546
+24% +$70.7K 0.01% 689
2024
Q1 		$292K Buy
6,444
+5,317
+472% +$231K 0.01% 662
2023
Q4 		$47.6K Sell
1,127
-390
-26% -$15.5K ﹤0.01% 1395
2023
Q3 		$57.4K Buy
1,517
+827
+120% +$33.3K ﹤0.01% 1208
2023
Q2 		$27.4K Hold
690
– – ﹤0.01% 1534
2023
Q1 		$26.1K Hold
690
– – ﹤0.01% 1528
2022
Q4 		$25.7K Hold
690
– – ﹤0.01% 1380
2022
Q3 		$25K Hold
690
– – ﹤0.01% 1289
2022
Q2 		$25K Buy
+690
New +$27K ﹤0.01% 1262
2021
Q3 		– Sell
-168
Closed -$6K – 2011
2021
Q2 		$6K Hold
168
– – ﹤0.01% 1518
2021
Q1 		$6K Sell
168
-937
-85% -$31.8K ﹤0.01% 1425
2020
Q4 		$35K Hold
1,105
– – ﹤0.01% 844
2020
Q3 		$31K Hold
1,105
– – ﹤0.01% 774
2020
Q2 		$30K Buy
+1,105
New +$28.6K ﹤0.01% 771

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 22.96% 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

Global Retirement Partners's FDVV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 134,781 shares worth $8.13M. The stake represents 0.12% of the portfolio and ranks #166 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FDVV as recently as Q4 2025.

Global Retirement Partners first reported a position in FDVV in Q2 2020 and has held it in 20 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Global Retirement Partners held 134,781 shares of Fidelity High Dividend ETF worth $8.13M as of Q2 2026.
  • Fidelity High Dividend ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity High Dividend ETF made up 0.12% of Global Retirement Partners's portfolio in Q2 2026, its #166 holding.
  • Global Retirement Partners first reported a position in Fidelity High Dividend ETF in Q2 2020 and has held it in 20 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.