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Lineweaver Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Lineweaver Wealth 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 		$6.51M Sell
108,055
-393
-0.4% -$23.4K 0.77% 29
2026
Q1 		$5.99M Sell
108,448
-2,177
-2% -$125K 0.81% 28
2025
Q4 		$6.27M Sell
110,625
-1,588
-1% -$89.2K 0.85% 29
2025
Q3 		$6.25M Sell
112,213
-1,909
-2% -$104K 0.92% 27
2025
Q2 		$5.94M Sell
114,122
-693
-0.6% -$34.1K 0.94% 26
2025
Q1 		$5.69M Sell
114,815
-4,088
-3% -$207K 0.97% 24
2024
Q4 		$5.94M Sell
118,903
-814
-0.7% -$41.7K 1.1% 23
2024
Q3 		$6.06M Sell
119,717
-6,184
-5% -$301K 1.15% 20
2024
Q2 		$5.89M Sell
125,901
-2,907
-2% -$133K 1.22% 19
2024
Q1 		$5.84M Sell
128,808
-1,187
-0.9% -$51.6K 1.39% 16
2023
Q4 		$5.5M Sell
129,995
-25,119
-16% -$997K 1.42% 16
2023
Q3 		$5.99M Sell
155,114
-1,729
-1% -$69.7K 1.74% 14
2023
Q2 		$6.23M Sell
156,843
-527
-0.3% -$20.3K 1.78% 14
2023
Q1 		$5.99M Buy
157,370
+6,255
+4% +$240K 1.84% 13
2022
Q4 		$5.64M Buy
151,115
+2,016
+1% +$73.9K 1.71% 14
2022
Q3 		$4.93M Buy
149,099
+10,774
+8% +$401K 1.6% 13
2022
Q2 		$4.97M Buy
138,325
+4,248
+3% +$166K 1.64% 13
2022
Q1 		$5.58M Sell
134,077
-1,207
-0.9% -$48.7K 1.59% 13
2021
Q4 		$5.45M Buy
135,284
+759
+0.6% +$29.7K 1.57% 15
2021
Q3 		$4.98M Buy
134,525
+2,381
+2% +$90.7K 1.52% 17
2021
Q2 		$4.98M Sell
132,144
-815
-0.6% -$30.5K 1.63% 17
2021
Q1 		$4.72M Sell
132,959
-17,566
-12% -$597K 1.68% 18
2020
Q4 		$4.83M Sell
150,525
-3,904
-3% -$117K 1.89% 19
2020
Q3 		$4.28M Sell
154,429
-2,171
-1% -$61K 1.91% 17
2020
Q2 		$4.24M Buy
156,600
+45,413
+41% +$1.18M 2.16% 16
2020
Q1 		$2.55M Buy
111,187
+445
+0.4% +$13.2K 1.6% 21
2019
Q4 		$3.59M Buy
+110,742
New +$3.44M 2.03% 15

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

Lineweaver Wealth Advisors's FDVV Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 0.36% in Q2 2026, selling an estimated $23.4K and leaving 108,055 shares worth $6.51M. The position accounts for 0.77% of the portfolio, ranked #29.

Lineweaver Wealth Advisors first reported a position in FDVV in Q4 2019 and has held it in 27 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Lineweaver Wealth Advisors held 108,055 shares of Fidelity High Dividend ETF worth $6.51M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 393 Fidelity High Dividend ETF shares in Q2 2026, an estimated $23.4K.
  • Fidelity High Dividend ETF made up 0.77% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Lineweaver Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.