Koshinski Asset Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Koshinski Asset 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	$4.35M	Buy	72,086 +220	+0.3%	+$13.1K	0.23%	97
2026 Q1	$3.97M	Buy	71,866 +17,558	+32%	+$1.01M	0.25%	87
2025 Q4	$3.08M	Sell	54,308 -1,225	-2%	-$68.8K	0.2%	114
2025 Q3	$3.09M	Sell	55,533 -577	-1%	-$31.4K	0.21%	107
2025 Q2	$2.92M	Buy	56,110 +15,061	+37%	+$741K	0.22%	101
2025 Q1	$2.04M	Buy	41,049 +66	+0.2%	+$3.34K	0.17%	125
2024 Q4	$2.05B	Buy	40,983 +273	+0.7%	+$14K	0.18%	120
2024 Q3	$2.06M	Buy	40,710 +7	+0%	+$341	0.18%	119
2024 Q2	$1.93M	Buy	40,703 +4,398	+12%	+$201K	0.18%	121
2024 Q1	$1.64M	Sell	36,305 -34,700	-49%	-$1.51M	0.17%	135
2023 Q4	$3M	Buy	71,005 +34,049	+92%	+$1.35M	0.46%	50
2023 Q3	$1.43M	Buy	36,956 +9	+0%	+$363	0.16%	131
2023 Q2	$1.47M	Buy	36,947 +13,410	+57%	+$517K	0.16%	136
2023 Q1	$896K	Buy	+23,537	New	+$904K	0.09%	226
2022 Q2	–	Sell	-2,693	Closed	-$112K	–	1031
2022 Q1	$112K	Buy	2,693 +9	+0.3%	+$363	0.01%	788
2021 Q4	$108K	Buy	2,684 +6	+0.2%	+$235	0.01%	823
2021 Q3	$99.1K	Buy	+2,678	New	+$102K	0.01%	849

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

Koshinski Asset Management's FDVV Position: Q2 2026 in Review

Koshinski Asset Management increased its Fidelity High Dividend ETF (FDVV) stake by 0.31% in Q2 2026, buying an estimated $13.1K and bringing the position to 72,086 shares worth $4.35M. The position accounts for 0.23% of the portfolio, ranked #97.

Koshinski Asset Management first reported a position in FDVV in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.05B in Q4 2024. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Koshinski Asset Management held 72,086 shares of Fidelity High Dividend ETF worth $4.35M as of Q2 2026.
Koshinski Asset Management bought 220 Fidelity High Dividend ETF shares in Q2 2026, an estimated $13.1K.
Fidelity High Dividend ETF made up 0.23% of Koshinski Asset Management's portfolio in Q2 2026, its #97 holding.
Koshinski Asset Management first reported a position in Fidelity High Dividend ETF in Q3 2021 and has held it in 17 quarters since.
Koshinski Asset Management's Fidelity High Dividend ETF position peaked at $2.05B in Q4 2024.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.