LifeSteps Financial’s Fidelity High Dividend ETF FDVV Stock Holding History

LifeSteps Financial’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	$249K	Buy	4,127 +476	+13%	+$28.3K	0.12%	87
2026 Q1	$202K	Buy	+3,651	New	+$210K	0.13%	94
2024 Q2	–	Sell	-870	Closed	-$39.4K	–	193
2024 Q1	$39.4K	Buy	+870	New	+$37.8K	0.03%	172

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

LifeSteps Financial's FDVV Position: Q2 2026 in Review

LifeSteps Financial increased its Fidelity High Dividend ETF (FDVV) stake by 13% in Q2 2026, buying an estimated $28.3K and bringing the position to 4,127 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #87.

LifeSteps Financial first reported a position in FDVV in Q1 2024 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

LifeSteps Financial held 4,127 shares of Fidelity High Dividend ETF worth $249K as of Q2 2026.
LifeSteps Financial bought 476 Fidelity High Dividend ETF shares in Q2 2026, an estimated $28.3K.
Fidelity High Dividend ETF made up 0.12% of LifeSteps Financial's portfolio in Q2 2026, its #87 holding.
LifeSteps Financial first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 3 quarters since.
229 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.