LaSalle St. Investment Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

LaSalle St. Investment Advisors’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	$3.54M	Buy	58,696 +48,922	+501%	+$2.91M	0.43%	41
2026 Q1	$540K	Sell	9,774 -5,218	-35%	-$300K	0.08%	193
2025 Q4	$849K	Buy	14,992 +367	+3%	+$20.6K	0.14%	119
2025 Q3	$814K	Sell	14,625 -97	-0.7%	-$5.27K	0.15%	115
2025 Q2	$765K	Sell	14,722 -23	-0.2%	-$1.13K	0.21%	108
2025 Q1	$731K	Buy	14,745 +310	+2%	+$15.7K	0.17%	112
2024 Q4	$720K	Buy	14,435 +2,360	+20%	+$121K	0.22%	88
2024 Q3	$611K	Buy	+12,075	New	+$589K	0.24%	75

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

LaSalle St. Investment Advisors's FDVV Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 501% in Q2 2026, buying an estimated $2.91M and bringing the position to 58,696 shares worth $3.54M. The position accounts for 0.43% of the portfolio, ranked #41.

LaSalle St. Investment Advisors first reported a position in FDVV in Q3 2024 and has held it in 8 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

LaSalle St. Investment Advisors held 58,696 shares of Fidelity High Dividend ETF worth $3.54M as of Q2 2026.
LaSalle St. Investment Advisors bought 48,922 Fidelity High Dividend ETF shares in Q2 2026, an estimated $2.91M.
Fidelity High Dividend ETF made up 0.43% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #41 holding.
LaSalle St. Investment Advisors first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.