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Leigh Baldwin & Co’s Fidelity High Dividend ETF FDVV Stock Holding History

Leigh Baldwin & Co’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
Q1 		$926K Buy
16,769
+1,593
+10% +$91.6K 0.6% 44
2025
Q4 		$860K Buy
+15,176
New +$853K 0.57% 44

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Leigh Baldwin & Co's FDVV Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Fidelity High Dividend ETF (FDVV) stake by 10% in Q1 2026, buying an estimated $91.6K and bringing the position to 16,769 shares worth $926K. The position accounts for 0.6% of the portfolio, ranked #44.

Leigh Baldwin & Co first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Leigh Baldwin & Co held 16,769 shares of Fidelity High Dividend ETF worth $926K as of Q1 2026.
  • Leigh Baldwin & Co bought 1,593 Fidelity High Dividend ETF shares in Q1 2026, an estimated $91.6K.
  • Fidelity High Dividend ETF made up 0.6% of Leigh Baldwin & Co's portfolio in Q1 2026, its #44 holding.
  • Leigh Baldwin & Co first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.