KMG Fiduciary Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

KMG Fiduciary Partners’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	$513K	Sell	8,514 -97,198	-92%	-$5.78M	0.05%	151
2026 Q1	$5.84M	Buy	105,712 +100,769	+2,039%	+$5.8M	0.43%	64
2025 Q4	$280K	Buy	4,943 +59	+1%	+$3.32K	0.02%	237
2025 Q3	$272K	Sell	4,884 -283	-5%	-$15.4K	0.02%	265
2025 Q2	$269K	Buy	+5,167	New	+$254K	0.02%	263

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 22.9% 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

KMG Fiduciary Partners's FDVV Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Fidelity High Dividend ETF (FDVV) stake by 92% in Q2 2026, selling an estimated $5.78M and leaving 8,514 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #151.

KMG Fiduciary Partners first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.84M in Q1 2026. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

KMG Fiduciary Partners held 8,514 shares of Fidelity High Dividend ETF worth $513K as of Q2 2026.
KMG Fiduciary Partners sold 97,198 Fidelity High Dividend ETF shares in Q2 2026, an estimated $5.78M.
Fidelity High Dividend ETF made up 0.05% of KMG Fiduciary Partners's portfolio in Q2 2026, its #151 holding.
KMG Fiduciary Partners first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
KMG Fiduciary Partners's Fidelity High Dividend ETF position peaked at $5.84M in Q1 2026.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.