Kingsview Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Kingsview Wealth Management’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	$2.36M	Sell	39,198 -134,820	-77%	-$8.02M	0.03%	521
2026 Q1	$9.61M	Buy	174,018 +131,857	+313%	+$7.58M	0.13%	135
2025 Q4	$2.39M	Buy	42,161 +2,289	+6%	+$129K	0.03%	448
2025 Q3	$2.22M	Sell	39,872 -1,323	-3%	-$71.9K	0.03%	440
2025 Q2	$2.14M	Sell	41,195 -2,623	-6%	-$129K	0.04%	429
2025 Q1	$2.17M	Buy	43,818 +10,851	+33%	+$549K	0.04%	373
2024 Q4	$1.65M	Buy	32,967 +5,694	+21%	+$292K	0.03%	433
2024 Q3	$1.38M	Sell	27,273 -51,862	-66%	-$2.53M	0.03%	458
2024 Q2	$3.7M	Buy	79,135 +63,560	+408%	+$2.91M	0.09%	219
2024 Q1	$706K	Buy	15,575 +3,467	+29%	+$151K	0.02%	589
2023 Q4	$512K	Buy	+12,108	New	+$481K	0.02%	628
2021 Q4	–	Sell	-21,186	Closed	-$784K	–	987
2021 Q3	$784K	Buy	+21,186	New	+$807K	0.04%	439

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

Kingsview Wealth Management's FDVV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 77% in Q2 2026, selling an estimated $8.02M and leaving 39,198 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #521.

Kingsview Wealth Management first reported a position in FDVV in Q3 2021 and has held it in 12 quarters since. The position peaked at $9.61M in Q1 2026. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Kingsview Wealth Management held 39,198 shares of Fidelity High Dividend ETF worth $2.36M as of Q2 2026.
Kingsview Wealth Management sold 134,820 Fidelity High Dividend ETF shares in Q2 2026, an estimated $8.02M.
Fidelity High Dividend ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #521 holding.
Kingsview Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2021 and has held it in 12 quarters since.
Kingsview Wealth Management's Fidelity High Dividend ETF position peaked at $9.61M in Q1 2026.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.