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Keener Financial Planning’s Fidelity High Dividend ETF FDVV Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-422
Closed -$23K – 102
2025
Q3 		$23K Hold
422
– – 0.01% 127
2025
Q2 		$21K Hold
422
– – 0.01% 132
2025
Q1 		$20K Buy
+422
New +$21.3K 0.01% 103

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Keener Financial Planning's FDVV Position: Q4 2025 in Review

Keener Financial Planning sold out of Fidelity High Dividend ETF (FDVV) in Q4 2025, closing a stake of 422 shares — an estimated $23K sold.

Keener Financial Planning first reported a position in FDVV in Q1 2025 and held it in 3 quarters. The position peaked at $23K in Q3 2025. 451 funds tracked by Wall St. Rank hold FDVV as of Q4 2025.

  • Keener Financial Planning reported no remaining Fidelity High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 422 Fidelity High Dividend ETF shares in Q4 2025, an estimated $23K.
  • Keener Financial Planning first reported a position in Fidelity High Dividend ETF in Q1 2025 and held it in 3 quarters.
  • Keener Financial Planning's Fidelity High Dividend ETF position peaked at $23K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.