Integrated Advisors Network’s Fidelity High Dividend ETF FDVV Stock Holding History

Integrated Advisors 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 Q1	$1.4M	Sell	25,376 -7,907	-24%	-$455K	0.07%	263
2025 Q4	$1.89M	Sell	33,283 -37,427	-53%	-$2.1M	0.08%	242
2025 Q3	$3.94M	Sell	70,710 -648	-0.9%	-$35.2K	0.17%	150
2025 Q2	$3.71M	Buy	71,358 +13,804	+24%	+$679K	0.17%	149
2025 Q1	$2.85M	Buy	57,554 +38,385	+200%	+$1.94M	0.14%	160
2024 Q4	$957K	Buy	19,169 +1,234	+7%	+$63.2K	0.05%	313
2024 Q3	$908K	Buy	17,935 +160	+0.9%	+$7.8K	0.04%	334
2024 Q2	$832K	Hold	17,775	–	–	0.04%	331
2024 Q1	$805K	Sell	17,775 -1	-0%	-$43	0.04%	354
2023 Q4	$752K	Buy	17,776 +1,050	+6%	+$41.7K	0.04%	339
2023 Q3	$645K	Buy	16,726 +100	+0.6%	+$4.03K	0.04%	363
2023 Q2	$661K	Buy	16,626 +375	+2%	+$14.4K	0.04%	368
2023 Q1	$619K	Buy	16,251 +200	+1%	+$7.68K	0.04%	373
2022 Q4	$599K	Buy	16,051 +850	+6%	+$31.2K	0.04%	372
2022 Q3	$502K	Sell	15,201 -195	-1%	-$7.25K	0.03%	393
2022 Q2	$553K	Buy	15,396 +2,339	+18%	+$91.5K	0.04%	392
2022 Q1	$544K	Sell	13,057 -855	-6%	-$34.5K	0.03%	419
2021 Q4	$561K	Buy	13,912 +254	+2%	+$9.94K	0.03%	394
2021 Q3	$505K	Buy	13,658 +7	+0.1%	+$267	0.03%	394
2021 Q2	$514K	Buy	13,651 +64	+0.5%	+$2.39K	0.04%	355
2021 Q1	$483K	Buy	13,587 +1,287	+10%	+$43.7K	0.04%	334
2020 Q4	$395K	Buy	12,300 +700	+6%	+$20.9K	0.04%	331
2020 Q3	$321K	Hold	11,600	–	–	0.04%	330
2020 Q2	$314K	Sell	11,600 -1,050	-8%	-$27.2K	0.04%	344
2020 Q1	$290K	Buy	+12,650	New	+$377K	0.06%	275

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

Integrated Advisors Network's FDVV Position: Q1 2026 in Review

Integrated Advisors Network reduced its Fidelity High Dividend ETF (FDVV) stake by 24% in Q1 2026, selling an estimated $455K and leaving 25,376 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #263.

Integrated Advisors Network first reported a position in FDVV in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.94M in Q3 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Integrated Advisors Network held 25,376 shares of Fidelity High Dividend ETF worth $1.4M as of Q1 2026.
Integrated Advisors Network sold 7,907 Fidelity High Dividend ETF shares in Q1 2026, an estimated $455K.
Fidelity High Dividend ETF made up 0.07% of Integrated Advisors Network's portfolio in Q1 2026, its #263 holding.
Integrated Advisors Network first reported a position in Fidelity High Dividend ETF in Q1 2020 and has held it in 25 quarters since.
Integrated Advisors Network's Fidelity High Dividend ETF position peaked at $3.94M in Q3 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.