Jaffetilchin Investment Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Jaffetilchin Investment Partners’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	$480K	Buy	8,698 +469	+6%	+$27K	0.03%	276
2025 Q4	$467K	Buy	8,229 +1,384	+20%	+$77.8K	0.03%	276
2025 Q3	$381K	Buy	6,845 +481	+8%	+$26.2K	0.02%	314
2025 Q2	$331K	Buy	6,364 +55	+0.9%	+$2.71K	0.02%	322
2025 Q1	$313K	Buy	6,309 +223	+4%	+$11.3K	0.02%	317
2024 Q4	$304K	Sell	6,086 -359	-6%	-$18.4K	0.02%	309
2024 Q3	$326K	Buy	+6,445	New	+$314K	0.02%	282
2020 Q2	–	Sell	-12,843	Closed	-$294K	–	213
2020 Q1	$294K	Buy	+12,843	New	+$382K	0.1%	121

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

Jaffetilchin Investment Partners's FDVV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Fidelity High Dividend ETF (FDVV) stake by 5.7% in Q1 2026, buying an estimated $27K and bringing the position to 8,698 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #276.

Jaffetilchin Investment Partners first reported a position in FDVV in Q1 2020 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Jaffetilchin Investment Partners held 8,698 shares of Fidelity High Dividend ETF worth $480K as of Q1 2026.
Jaffetilchin Investment Partners bought 469 Fidelity High Dividend ETF shares in Q1 2026, an estimated $27K.
Fidelity High Dividend ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #276 holding.
Jaffetilchin Investment Partners first reported a position in Fidelity High Dividend ETF in Q1 2020 and has held it in 8 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.