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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
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

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

IFP Advisors's FDVV Position: Q2 2026 in Review

IFP Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 2.2% in Q2 2026, buying an estimated $333K and bringing the position to 263,334 shares worth $15.9M. 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 24 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • IFP Advisors held 263,334 shares of Fidelity High Dividend ETF worth $15.9M as of Q2 2026.
  • IFP Advisors bought 5,604 Fidelity High Dividend ETF shares in Q2 2026, an estimated $333K.
  • Fidelity High Dividend ETF made up 0.29% of IFP Advisors's portfolio in Q2 2026, its #69 holding.
  • IFP Advisors first reported a position in Fidelity High Dividend ETF in Q2 2018 and has held it in 24 quarters since.
  • 514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.