Larson Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Larson Financial 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
2026 Q2	$1.04M	Buy	17,210 +1,299	+8%	+$77.3K	0.03%	357
2026 Q1	$879K	Buy	15,911 +2,845	+22%	+$164K	0.03%	345
2025 Q4	$741K	Buy	13,066 +4,337	+50%	+$244K	0.02%	370
2025 Q3	$486K	Buy	8,729 +872	+11%	+$47.4K	0.02%	469
2025 Q2	$409K	Buy	7,857 +457	+6%	+$22.5K	0.02%	486
2025 Q1	$367K	Buy	7,400 +1,492	+25%	+$75.5K	0.02%	474
2024 Q4	$295K	Buy	5,908 +348	+6%	+$17.8K	0.02%	484
2024 Q3	$282K	Buy	5,560 +1,296	+30%	+$63.2K	0.02%	491
2024 Q2	$199K	Buy	4,264 +4,202	+6,777%	+$192K	0.01%	466
2024 Q1	$2.81K	Hold	62	–	–	﹤0.01%	1305
2023 Q4	$2.62K	Hold	62	–	–	﹤0.01%	1322
2023 Q3	$2.39K	Hold	62	–	–	﹤0.01%	1329
2023 Q2	$2.46K	Hold	62	–	–	﹤0.01%	1238
2023 Q1	$2.36K	Buy	62 +32	+107%	+$1.23K	﹤0.01%	1221
2022 Q4	$1.12K	Hold	30	–	–	﹤0.01%	1278
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1196
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1103
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	965
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1007
2021 Q3	$1K	Buy	+30	New	+$1.14K	﹤0.01%	824

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

Larson Financial Group's FDVV Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity High Dividend ETF (FDVV) stake by 8.2% in Q2 2026, buying an estimated $77.3K and bringing the position to 17,210 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #357.

Larson Financial Group first reported a position in FDVV in Q3 2021 and has held it in 20 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Larson Financial Group held 17,210 shares of Fidelity High Dividend ETF worth $1.04M as of Q2 2026.
Larson Financial Group bought 1,299 Fidelity High Dividend ETF shares in Q2 2026, an estimated $77.3K.
Fidelity High Dividend ETF made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #357 holding.
Larson Financial Group first reported a position in Fidelity High Dividend ETF in Q3 2021 and has held it in 20 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.