Greykasell Wealth Strategies’s Fidelity High Dividend ETF FDVV Stock Holding History

Greykasell Wealth Strategies’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	$267K	Hold	4,835	–	–	0.11%	129
2025 Q4	$274K	Hold	4,835	–	–	0.11%	130
2025 Q3	$269K	Hold	4,835	–	–	0.11%	122
2025 Q2	$252K	Hold	4,835	–	–	0.12%	119
2025 Q1	$240K	Hold	4,835	–	–	0.13%	113
2024 Q4	$241K	Buy	+4,835	New	+$248K	0.13%	114

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Greykasell Wealth Strategies's FDVV Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Fidelity High Dividend ETF (FDVV) position steady in Q1 2026 at 4,835 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #129.

Greykasell Wealth Strategies first reported a position in FDVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Greykasell Wealth Strategies held 4,835 shares of Fidelity High Dividend ETF worth $267K as of Q1 2026.
Greykasell Wealth Strategies left its Fidelity High Dividend ETF share count unchanged in Q1 2026.
Fidelity High Dividend ETF made up 0.11% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #129 holding.
Greykasell Wealth Strategies first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Greykasell Wealth Strategies's Fidelity High Dividend ETF position peaked at $274K in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.