Independent Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Independent Financial Group’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	$4.35M	Buy	72,085 +3,087	+4%	+$184K	0.08%	239
2026 Q1	$3.81M	Buy	68,998 +4,186	+6%	+$241K	0.09%	228
2025 Q4	$3.67M	Buy	64,812 +759	+1%	+$42.7K	0.08%	227
2025 Q3	$3.57M	Buy	64,053 +51,032	+392%	+$2.77M	0.09%	219
2025 Q2	$677K	Sell	13,021 -1,140	-8%	-$56.1K	0.02%	668
2025 Q1	$702K	Buy	14,161 +1,356	+11%	+$68.6K	0.02%	586
2024 Q4	$639K	Buy	12,805 +2,155	+20%	+$110K	0.02%	618
2024 Q3	$539K	Buy	+10,650	New	+$519K	0.02%	625

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

Independent Financial Group's FDVV Position: Q2 2026 in Review

Independent Financial Group increased its Fidelity High Dividend ETF (FDVV) stake by 4.5% in Q2 2026, buying an estimated $184K and bringing the position to 72,085 shares worth $4.35M. The position accounts for 0.08% of the portfolio, ranked #239.

Independent Financial Group first reported a position in FDVV in Q3 2024 and has held it in 8 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Independent Financial Group held 72,085 shares of Fidelity High Dividend ETF worth $4.35M as of Q2 2026.
Independent Financial Group bought 3,087 Fidelity High Dividend ETF shares in Q2 2026, an estimated $184K.
Fidelity High Dividend ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #239 holding.
Independent Financial Group first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.