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Lakeshore Capital Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Lakeshore Capital Group’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
2025
Q4 		– Sell
-5,585
Closed -$311K – 78
2025
Q3 		$311K Buy
5,585
+8
+0.1% +$435 0.25% 75
2025
Q2 		$290K Buy
5,577
+10
+0.2% +$492 0.26% 75
2025
Q1 		$276K Buy
5,567
+9
+0.2% +$455 0.27% 72
2024
Q4 		$278K Buy
+5,558
New +$285K 0.42% 54

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lakeshore Capital Group's FDVV Position: Q4 2025 in Review

Lakeshore Capital Group sold out of Fidelity High Dividend ETF (FDVV) in Q4 2025, closing a stake of 5,585 shares — an estimated $311K sold.

Lakeshore Capital Group first reported a position in FDVV in Q4 2024 and held it in 4 quarters. The position peaked at $311K in Q3 2025. 451 funds tracked by Wall St. Rank hold FDVV as of Q4 2025.

  • Lakeshore Capital Group reported no remaining Fidelity High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Lakeshore Capital Group sold 5,585 Fidelity High Dividend ETF shares in Q4 2025, an estimated $311K.
  • Lakeshore Capital Group first reported a position in Fidelity High Dividend ETF in Q4 2024 and held it in 4 quarters.
  • Lakeshore Capital Group's Fidelity High Dividend ETF position peaked at $311K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2025.

Based on Lakeshore Capital Group's 13F filing for Q4 2025, filed 21 Jan 2026.