Key Financial Inc’s Fidelity High Dividend ETF FDVV Stock Holding History

Key Financial Inc’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	$8.14K	Hold	135	–	–	﹤0.01%	924
2026 Q1	$7.46K	Hold	135	–	–	﹤0.01%	949
2025 Q4	$7.65K	Hold	135	–	–	﹤0.01%	948
2025 Q3	$7.56K	Hold	135	–	–	﹤0.01%	953
2025 Q2	$7.02K	Hold	135	–	–	﹤0.01%	953
2025 Q1	$6.7K	Hold	135	–	–	﹤0.01%	923
2024 Q4	$6.74K	Hold	135	–	–	﹤0.01%	909
2024 Q3	$6.84K	Hold	135	–	–	﹤0.01%	888
2024 Q2	$6.32K	Hold	135	–	–	﹤0.01%	893
2024 Q1	$6.12K	Hold	135	–	–	﹤0.01%	886
2023 Q4	$5.71K	Hold	135	–	–	﹤0.01%	887
2023 Q3	$5.21K	Buy	+135	New	+$5.44K	﹤0.01%	894

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

Key Financial Inc's FDVV Position: Q2 2026 in Review

Key Financial Inc held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 135 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Key Financial Inc first reported a position in FDVV in Q3 2023 and has held it in 12 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Key Financial Inc held 135 shares of Fidelity High Dividend ETF worth $8.14K as of Q2 2026.
Key Financial Inc left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #924 holding.
Key Financial Inc first reported a position in Fidelity High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.