Lindbrook Capital’s Fidelity High Dividend ETF FDVV Stock Holding History

Lindbrook Capital’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
2025 Q1	$2.48K	Hold	50	–	–	﹤0.01%	2219
2024 Q4	$2.5K	Hold	50	–	–	﹤0.01%	2237
2024 Q3	$2.53K	Hold	50	–	–	﹤0.01%	2274
2024 Q2	$2.34K	Hold	50	–	–	﹤0.01%	2297
2024 Q1	$2.27K	Hold	50	–	–	﹤0.01%	2199
2023 Q4	$2.11K	Hold	50	–	–	﹤0.01%	2239
2023 Q3	$1.93K	Hold	50	–	–	﹤0.01%	2143
2023 Q2	$1.99K	Hold	50	–	–	﹤0.01%	2145
2023 Q1	$1.9K	Hold	50	–	–	﹤0.01%	2264
2022 Q4	$1.86K	Hold	50	–	–	﹤0.01%	2259
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	2046
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1952
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1989
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	1767
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	1530
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1581
2021 Q1	$2K	Buy	+50	New	+$1.7K	﹤0.01%	1540

Other funds holding FDVV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindbrook Capital's FDVV Position: Q1 2025 in Review

Lindbrook Capital held its Fidelity High Dividend ETF (FDVV) position steady in Q1 2025 at 50 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Lindbrook Capital first reported a position in FDVV in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.53K in Q3 2024. 344 funds tracked by Wall St. Rank hold FDVV as of Q1 2025.

Lindbrook Capital held 50 shares of Fidelity High Dividend ETF worth $2.48K as of Q1 2025.
Lindbrook Capital left its Fidelity High Dividend ETF share count unchanged in Q1 2025.
Fidelity High Dividend ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2219 holding.
Lindbrook Capital first reported a position in Fidelity High Dividend ETF in Q1 2021 and has held it in 17 quarters since.
Lindbrook Capital's Fidelity High Dividend ETF position peaked at $2.53K in Q3 2024.
344 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.