Kingswood Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
Other funds holding FDVV
RPGK
Kingswood Wealth Advisors's FDVV Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 12% in Q2 2026, buying an estimated $155K and bringing the position to 24,253 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #322.
Kingswood Wealth Advisors first reported a position in FDVV in Q4 2023 and has held it in 11 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.
- Kingswood Wealth Advisors held 24,253 shares of Fidelity High Dividend ETF worth $1.46M as of Q2 2026.
- Kingswood Wealth Advisors bought 2,605 Fidelity High Dividend ETF shares in Q2 2026, an estimated $155K.
- Fidelity High Dividend ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #322 holding.
- Kingswood Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
- 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.