Independence Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Independence Financial 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	$13.7M	Sell	227,992 -76,368	-25%	-$4.54M	3.57%	8
2026 Q1	$16.8M	Buy	304,360 +9,210	+3%	+$530K	5.05%	5
2025 Q4	$16.7M	Buy	295,150 +9,764	+3%	+$549K	4.6%	7
2025 Q3	$15.9M	Buy	285,386 +110,834	+63%	+$6.03M	4.84%	7
2025 Q2	$9.08M	Buy	174,552 +10,813	+7%	+$532K	3.53%	14
2025 Q1	$8.12M	Buy	+163,739	New	+$8.28M	3.09%	13

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independence Financial Advisors's FDVV Position: Q2 2026 in Review

Independence Financial Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 25% in Q2 2026, selling an estimated $4.54M and leaving 227,992 shares worth $13.7M. The position accounts for 3.57% of the portfolio, ranked #8.

Independence Financial Advisors first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.8M in Q1 2026. 511 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Independence Financial Advisors held 227,992 shares of Fidelity High Dividend ETF worth $13.7M as of Q2 2026.
Independence Financial Advisors sold 76,368 Fidelity High Dividend ETF shares in Q2 2026, an estimated $4.54M.
Fidelity High Dividend ETF made up 3.57% of Independence Financial Advisors's portfolio in Q2 2026, its #8 holding.
Independence Financial Advisors first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's Fidelity High Dividend ETF position peaked at $16.8M in Q1 2026.
511 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.