LWM
FDVV icon

Liberty Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Liberty Wealth 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 		$553K Hold
10,008
– – 0.07% 136
2026
Q1 		$553K Buy
10,008
+629
+7% +$36.2K 0.07% 136
2025
Q4 		$526K Buy
9,379
+157
+2% +$8.82K 0.07% 131
2025
Q3 		$514K Buy
9,222
+3,823
+71% +$208K 0.07% 128
2025
Q2 		$281K Buy
5,399
+37
+0.7% +$1.82K 0.04% 173
2025
Q1 		$266K Buy
+5,362
New +$271K 0.05% 125

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Liberty Wealth Management's FDVV Position: Q2 2026 in Review

Liberty Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 10,008 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #136.

Liberty Wealth Management first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Liberty Wealth Management held 10,008 shares of Fidelity High Dividend ETF worth $553K as of Q2 2026.
  • Liberty Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
  • Fidelity High Dividend ETF made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Liberty Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.