Investor's Fiduciary Advisor Network’s Fidelity High Dividend ETF FDVV Stock Holding History

Investor's Fiduciary Advisor 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 Q2	$1.35M	Buy	22,483 +2,366	+12%	+$141K	0.46%	60
2026 Q1	$1.11M	Sell	20,117 -120	-0.6%	-$6.9K	0.34%	82
2025 Q4	$1.15M	Buy	20,237 +5,231	+35%	+$294K	0.25%	96
2025 Q3	$835K	Buy	15,006 +2,216	+17%	+$120K	0.28%	94
2025 Q2	$665K	Buy	12,790 +1,823	+17%	+$89.7K	0.25%	107
2025 Q1	$543K	Buy	10,967 +898	+9%	+$45.4K	0.26%	97
2024 Q4	$502K	Buy	+10,069	New	+$516K	0.19%	123

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

Investor's Fiduciary Advisor Network's FDVV Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its Fidelity High Dividend ETF (FDVV) stake by 12% in Q2 2026, buying an estimated $141K and bringing the position to 22,483 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #60.

Investor's Fiduciary Advisor Network first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Investor's Fiduciary Advisor Network held 22,483 shares of Fidelity High Dividend ETF worth $1.35M as of Q2 2026.
Investor's Fiduciary Advisor Network bought 2,366 Fidelity High Dividend ETF shares in Q2 2026, an estimated $141K.
Fidelity High Dividend ETF made up 0.46% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #60 holding.
Investor's Fiduciary Advisor Network first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.