Godshalk Welsh Capital Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Godshalk Welsh Capital 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
2026 Q1	$2.21M	Buy	39,919 +2,810	+8%	+$162K	1.28%	21
2025 Q4	$2.1M	Buy	37,109 +1,049	+3%	+$59K	1.2%	22
2025 Q3	$2.01M	Buy	36,060 +2,670	+8%	+$145K	1.15%	25
2025 Q2	$1.74M	Buy	33,390 +1,365	+4%	+$67.1K	1.07%	26
2025 Q1	$1.59M	Buy	32,025 +1,400	+5%	+$70.8K	1.04%	28
2024 Q4	$1.53M	Buy	30,625 +1,790	+6%	+$91.7K	0.99%	30
2024 Q3	$1.46M	Buy	28,835 +3,975	+16%	+$194K	0.92%	33
2024 Q2	$1.16M	Buy	24,860 +2,385	+11%	+$109K	0.78%	40
2024 Q1	$1.02M	Buy	22,475 +800	+4%	+$34.8K	0.68%	53
2023 Q4	$916K	Buy	21,675 +1,875	+9%	+$74.4K	0.66%	53
2023 Q3	$764K	Buy	19,800 +6,850	+53%	+$276K	0.58%	62
2023 Q2	$515K	Buy	12,950 +5,300	+69%	+$204K	0.35%	78
2023 Q1	$291K	Buy	+7,650	New	+$294K	0.21%	100

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Godshalk Welsh Capital Management's FDVV Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its Fidelity High Dividend ETF (FDVV) stake by 7.6% in Q1 2026, buying an estimated $162K and bringing the position to 39,919 shares worth $2.21M. The position accounts for 1.28% of the portfolio, ranked #21.

Godshalk Welsh Capital Management first reported a position in FDVV in Q1 2023 and has held it in 13 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Godshalk Welsh Capital Management held 39,919 shares of Fidelity High Dividend ETF worth $2.21M as of Q1 2026.
Godshalk Welsh Capital Management bought 2,810 Fidelity High Dividend ETF shares in Q1 2026, an estimated $162K.
Fidelity High Dividend ETF made up 1.28% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #21 holding.
Godshalk Welsh Capital Management first reported a position in Fidelity High Dividend ETF in Q1 2023 and has held it in 13 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.