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

High Point 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 		$6.54M Buy
108,405
+258
+0.2% +$15.3K 5.35% 3
2026
Q1 		$5.97M Buy
108,147
+6,538
+6% +$376K 5.77% 3
2025
Q4 		$5.76M Buy
+101,609
New +$5.71M 5.41% 3

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

High Point Wealth Management's FDVV Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 0.24% in Q2 2026, buying an estimated $15.3K and bringing the position to 108,405 shares worth $6.54M. The position accounts for 5.35% of the portfolio, ranked #3.

High Point Wealth Management first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • High Point Wealth Management held 108,405 shares of Fidelity High Dividend ETF worth $6.54M as of Q2 2026.
  • High Point Wealth Management bought 258 Fidelity High Dividend ETF shares in Q2 2026, an estimated $15.3K.
  • Fidelity High Dividend ETF made up 5.35% of High Point Wealth Management's portfolio in Q2 2026, its #3 holding.
  • High Point Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.