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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return