Greenwich Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Greenwich Wealth 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 Q2	$283K	Hold	4,694	–	–	0.01%	246
2026 Q1	$259K	Hold	4,694	–	–	0.01%	261
2025 Q4	$266K	Hold	4,694	–	–	0.01%	246
2025 Q3	$262K	Hold	4,694	–	–	0.01%	240
2025 Q2	$244K	Hold	4,694	–	–	0.01%	221
2025 Q1	$233K	Hold	4,694	–	–	0.02%	215
2024 Q4	$234K	Hold	4,694	–	–	0.02%	223
2024 Q3	$238K	Hold	4,694	–	–	0.02%	218
2024 Q2	$220K	Hold	4,694	–	–	0.02%	220
2024 Q1	$213K	Buy	+4,694	New	+$204K	0.02%	219

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 22.96% 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

Greenwich Wealth Management's FDVV Position: Q2 2026 in Review

Greenwich Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 4,694 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #246.

Greenwich Wealth Management first reported a position in FDVV in Q1 2024 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Greenwich Wealth Management held 4,694 shares of Fidelity High Dividend ETF worth $283K as of Q2 2026.
Greenwich Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #246 holding.
Greenwich Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.