Institute for Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Institute for Wealth Management’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	$33.9K	Buy	+563	New	+$33.5K	﹤0.01%	987

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Institute for Wealth Management's FDVV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 563 shares worth $33.9K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings.

358 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Institute for Wealth Management held 563 shares of Fidelity High Dividend ETF worth $33.9K as of Q2 2026.
Fidelity High Dividend ETF was a new Institute for Wealth Management position in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #987 holding.
358 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.