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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.72M Buy
110,727
+2,322
+2% +$145K 5.32% 3
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

High Point Wealth Management's FDVV Position: Q3 2026 in Review

High Point Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 2.1% in Q3 2026, buying an estimated $145K and bringing the position to 110,727 shares worth $6.72M. The position accounts for 5.32% of the portfolio, ranked #3.

High Point Wealth Management first reported a position in FDVV in Q4 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • High Point Wealth Management held 110,727 shares of Fidelity High Dividend ETF worth $6.72M as of Q3 2026.
  • High Point Wealth Management bought 2,322 Fidelity High Dividend ETF shares in Q3 2026, an estimated $145K.
  • Fidelity High Dividend ETF made up 5.32% of High Point Wealth Management's portfolio in Q3 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 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.