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Hoese & Co’s Fidelity High Dividend ETF FDVV Stock Holding History

Hoese & Co’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
Q3 		$182K Hold
3,000
– – 0.12% 51
2026
Q2 		$181K Hold
3,000
– – 0.12% 53
2026
Q1 		$166K Hold
3,000
– – 0.12% 43
2025
Q4 		$170K Buy
+3,000
New +$169K 0.12% 45

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Hoese & Co's FDVV Position: Q3 2026 in Review

Hoese & Co held its Fidelity High Dividend ETF (FDVV) position steady in Q3 2026 at 3,000 shares worth $182K. The position accounts for 0.12% of the portfolio, ranked #51.

Hoese & Co first reported a position in FDVV in Q4 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Hoese & Co held 3,000 shares of Fidelity High Dividend ETF worth $182K as of Q3 2026.
  • Hoese & Co left its Fidelity High Dividend ETF share count unchanged in Q3 2026.
  • Fidelity High Dividend ETF made up 0.12% of Hoese & Co's portfolio in Q3 2026, its #51 holding.
  • Hoese & Co first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.