IFP Advisors
FDVV icon

IFP Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

IFP Advisors’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 		$16.9M Buy
278,832
+15,498
+6% +$971K 0.29% 69
2026
Q2 		$15.9M Buy
263,334
+5,604
+2% +$333K 0.29% 69
2026
Q1 		$14.2M Buy
257,730
+46,084
+22% +$2.65M 0.3% 71
2025
Q4 		$12M Buy
211,646
+35,691
+20% +$2.01M 0.27% 74
2025
Q3 		$9.8M Buy
175,955
+14,118
+9% +$768K 0.25% 77
2025
Q2 		$8.42M Buy
161,837
+10,034
+7% +$494K 0.24% 84
2025
Q1 		$7.53M Sell
151,803
-2,030
-1% -$103K 0.23% 90
2024
Q4 		$7.68M Buy
153,833
+24,246
+19% +$1.24M 0.25% 83
2024
Q3 		$6.56M Buy
129,587
+9,754
+8% +$475K 0.24% 89
2024
Q2 		$5.61M Buy
119,833
+45,719
+62% +$2.09M 0.22% 97
2024
Q1 		$3.36M Buy
74,114
+34,934
+89% +$1.52M 0.15% 152
2023
Q4 		$1.66M Buy
39,180
+5,561
+17% +$221K 0.08% 279
2023
Q3 		$1.3M Buy
33,619
+15,295
+83% +$616K 0.06% 331
2023
Q2 		$728K Buy
18,324
+2,496
+16% +$96.2K 0.03% 527
2023
Q1 		$466K Buy
15,828
+7,223
+84% +$277K 0.02% 628
2022
Q4 		$256K Buy
8,605
+73
+0.9% +$2.68K 0.01% 1226
2022
Q3 		$253K Buy
8,532
+6,860
+410% +$255K 0.01% 1279
2022
Q2 		$51K Hold
1,672
– – ﹤0.01% 2156
2022
Q1 		$51K Buy
+1,672
New +$67.4K ﹤0.01% 2156
2020
Q1 		– Sell
-712
Closed -$21.2K – 2838
2019
Q4 		$23K Hold
712
– – ﹤0.01% 1558
2019
Q3 		$21K Buy
+712
New +$21.3K ﹤0.01% 1736
2019
Q1 		$1.34M Buy
44,854
+5,298
+13% +$155K 0.18% 117
2018
Q4 		$1.07M Buy
39,556
+38,356
+3,196% +$1.12M 0.07% 337
2018
Q3 		$37K Buy
1,200
+124
+12% +$3.77K ﹤0.01% 2061
2018
Q2 		$32K Buy
+1,076
New +$31.3K ﹤0.01% 2175

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 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
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
PAG
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IFP Advisors's FDVV Position: Q3 2026 in Review

IFP Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 5.9% in Q3 2026, buying an estimated $971K and bringing the position to 278,832 shares worth $16.9M. The position accounts for 0.29% of the portfolio, ranked #69.

IFP Advisors first reported a position in FDVV in Q2 2018 and has held it in 25 quarters since. 106 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • IFP Advisors held 278,832 shares of Fidelity High Dividend ETF worth $16.9M as of Q3 2026.
  • IFP Advisors bought 15,498 Fidelity High Dividend ETF shares in Q3 2026, an estimated $971K.
  • Fidelity High Dividend ETF made up 0.29% of IFP Advisors's portfolio in Q3 2026, its #69 holding.
  • IFP Advisors first reported a position in Fidelity High Dividend ETF in Q2 2018 and has held it in 25 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.