Insigneo Advisory Services’s Fidelity High Dividend ETF FDVV Stock Holding History

Insigneo Advisory Services’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 Q1	–	Sell	-3,797	Closed	-$215K	–	780
2025 Q4	$215K	Buy	+3,797	New	+$213K	0.02%	626

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Insigneo Advisory Services's FDVV Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Fidelity High Dividend ETF (FDVV) in Q1 2026, closing a stake of 3,797 shares — an estimated $215K sold.

Insigneo Advisory Services first reported a position in FDVV in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Insigneo Advisory Services reported no remaining Fidelity High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 3,797 Fidelity High Dividend ETF shares in Q1 2026, an estimated $215K.
Insigneo Advisory Services first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 1 quarter.
Insigneo Advisory Services's Fidelity High Dividend ETF position peaked at $215K in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.