JNBA Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

JNBA Financial Advisors’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	$29K	Buy	480 +4	+0.8%	+$238	﹤0.01%	395
2026 Q1	$26.3K	Sell	476 -100	-17%	-$5.75K	﹤0.01%	382
2025 Q4	$32.7K	Buy	576 +57	+11%	+$3.2K	﹤0.01%	367
2025 Q3	$28.9K	Buy	519 +3	+0.6%	+$163	﹤0.01%	372
2025 Q2	$26.8K	Buy	516 +5	+1%	+$246	﹤0.01%	358
2025 Q1	$25.4K	Buy	511 +4	+0.8%	+$202	﹤0.01%	352
2024 Q4	$25.3K	Buy	507 +5	+1%	+$256	﹤0.01%	358
2024 Q3	$25.4K	Buy	502 +77	+18%	+$3.75K	﹤0.01%	367
2024 Q2	$19.9K	Buy	+425	New	+$19.4K	﹤0.01%	384

Other funds holding FDVV

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

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

KIM

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

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JNBA Financial Advisors's FDVV Position: Q2 2026 in Review

JNBA Financial Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.84% in Q2 2026, buying an estimated $238 and bringing the position to 480 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

JNBA Financial Advisors first reported a position in FDVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.7K in Q4 2025. 293 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

JNBA Financial Advisors held 480 shares of Fidelity High Dividend ETF worth $29K as of Q2 2026.
JNBA Financial Advisors bought 4 Fidelity High Dividend ETF shares in Q2 2026, an estimated $238.
Fidelity High Dividend ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #395 holding.
JNBA Financial Advisors first reported a position in Fidelity High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
JNBA Financial Advisors's Fidelity High Dividend ETF position peaked at $32.7K in Q4 2025.
293 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.