Householder Group Estate & Retirement Specialist’s Fidelity High Dividend ETF FDVV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-3,385	Closed	-$171K	–	752
2024 Q3	$171K	Hold	3,385	–	–	0.05%	273
2024 Q2	$158K	Hold	3,385	–	–	0.04%	275
2024 Q1	$153K	Sell	3,385 -388	-10%	-$16.9K	0.05%	283
2023 Q4	$159K	Buy	3,773 +388	+11%	+$15.4K	0.05%	265
2023 Q3	$131K	Buy	+3,385	New	+$136K	0.05%	271

Other funds holding FDVV

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FDVV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity High Dividend ETF (FDVV) in Q4 2024, closing a stake of 3,385 shares — an estimated $171K sold.

Householder Group Estate & Retirement Specialist first reported a position in FDVV in Q3 2023 and held it in 5 quarters. The position peaked at $171K in Q3 2024. 306 funds tracked by Wall St. Rank hold FDVV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Fidelity High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,385 Fidelity High Dividend ETF shares in Q4 2024, an estimated $171K.
Householder Group Estate & Retirement Specialist first reported a position in Fidelity High Dividend ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Fidelity High Dividend ETF position peaked at $171K in Q3 2024.
306 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.