IIM
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IFC & Insurance Marketing’s Fidelity High Dividend ETF FDVV Stock Holding History

IFC & Insurance Marketing’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 		$1.31M Sell
21,787
-373
-2% -$22.2K 1.16% 22
2026
Q1 		$1.22M Sell
22,160
-87,438
-80% -$5.03M 1.28% 22
2025
Q4 		$6.21M Buy
+109,598
New +$6.16M 6.16% 2

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFC & Insurance Marketing's FDVV Position: Q2 2026 in Review

IFC & Insurance Marketing reduced its Fidelity High Dividend ETF (FDVV) stake by 1.7% in Q2 2026, selling an estimated $22.2K and leaving 21,787 shares worth $1.31M. The position accounts for 1.16% of the portfolio, ranked #22.

IFC & Insurance Marketing first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.21M in Q4 2025. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • IFC & Insurance Marketing held 21,787 shares of Fidelity High Dividend ETF worth $1.31M as of Q2 2026.
  • IFC & Insurance Marketing sold 373 Fidelity High Dividend ETF shares in Q2 2026, an estimated $22.2K.
  • Fidelity High Dividend ETF made up 1.16% of IFC & Insurance Marketing's portfolio in Q2 2026, its #22 holding.
  • IFC & Insurance Marketing first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's Fidelity High Dividend ETF position peaked at $6.21M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.