Independent Wealth Network’s Fidelity High Dividend ETF FDVV Stock Holding History

Independent Wealth Network’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	$1.33M	Buy	21,849 +2,409	+12%	+$151K	0.33%	84
2026 Q2	$1.17M	Buy	19,440 +1,227	+7%	+$73K	0.3%	91
2026 Q1	$1.01M	Buy	18,213 +3,839	+27%	+$221K	0.3%	94
2025 Q4	$815K	Buy	14,374 +2,445	+20%	+$137K	0.25%	102
2025 Q3	$665K	Buy	11,929 +4,317	+57%	+$235K	0.21%	115
2025 Q2	$396K	Buy	7,612 +550	+8%	+$27.1K	0.14%	162
2025 Q1	$350K	Buy	+7,062	New	+$357K	0.14%	165

Other funds holding FDVV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Independent Wealth Network's FDVV Position: Q3 2026 in Review

Independent Wealth Network increased its Fidelity High Dividend ETF (FDVV) stake by 12% in Q3 2026, buying an estimated $151K and bringing the position to 21,849 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #84.

Independent Wealth Network first reported a position in FDVV in Q1 2025 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Independent Wealth Network held 21,849 shares of Fidelity High Dividend ETF worth $1.33M as of Q3 2026.
Independent Wealth Network bought 2,409 Fidelity High Dividend ETF shares in Q3 2026, an estimated $151K.
Fidelity High Dividend ETF made up 0.33% of Independent Wealth Network's portfolio in Q3 2026, its #84 holding.
Independent Wealth Network first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.