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Hoxton Planning & Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Hoxton Planning & 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
2025
Q4 		– Sell
-3,910
Closed -$218K – 223
2025
Q3 		$218K Hold
3,910
– – 0.07% 202
2025
Q2 		$203K Buy
+3,910
New +$192K 0.07% 201

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hoxton Planning & Management's FDVV Position: Q4 2025 in Review

Hoxton Planning & Management sold out of Fidelity High Dividend ETF (FDVV) in Q4 2025, closing a stake of 3,910 shares — an estimated $218K sold.

Hoxton Planning & Management first reported a position in FDVV in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 451 funds tracked by Wall St. Rank hold FDVV as of Q4 2025.

  • Hoxton Planning & Management reported no remaining Fidelity High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 3,910 Fidelity High Dividend ETF shares in Q4 2025, an estimated $218K.
  • Hoxton Planning & Management first reported a position in Fidelity High Dividend ETF in Q2 2025 and held it in 2 quarters.
  • Hoxton Planning & Management's Fidelity High Dividend ETF position peaked at $218K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2025.

Based on Hoxton Planning & Management's 13F filing for Q4 2025, filed 11 Feb 2026.