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

LongView 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	$945K	Sell	15,682 -9,339	-37%	-$555K	0.24%	89
2026 Q1	$1.45M	Buy	25,021 +8,659	+53%	+$498K	0.36%	58
2025 Q4	$936K	Sell	16,362 -589	-3%	-$33.1K	0.23%	90
2025 Q3	$944K	Sell	16,951 -726	-4%	-$39.5K	0.26%	83
2025 Q2	$920K	Buy	17,677 +168	+1%	+$8.26K	0.28%	78
2025 Q1	$868K	Buy	17,509 +4,279	+32%	+$216K	0.26%	80
2024 Q4	$661K	Buy	13,230 +54	+0.4%	+$2.77K	0.2%	92
2024 Q3	$667K	Buy	13,176 +1,031	+8%	+$50.2K	0.21%	91
2024 Q2	$568K	Buy	12,145 +51	+0.4%	+$2.33K	0.21%	89
2024 Q1	$548K	Buy	12,094 +1,340	+12%	+$58.3K	0.22%	90
2023 Q4	$454K	Buy	+10,754	New	+$427K	0.2%	98

Other funds holding FDVV

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LongView Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 37% in Q2 2026, selling an estimated $555K and leaving 15,682 shares worth $945K. The position accounts for 0.24% of the portfolio, ranked #89.

LongView Wealth Management first reported a position in FDVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2026. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

LongView Wealth Management held 15,682 shares of Fidelity High Dividend ETF worth $945K as of Q2 2026.
LongView Wealth Management sold 9,339 Fidelity High Dividend ETF shares in Q2 2026, an estimated $555K.
Fidelity High Dividend ETF made up 0.24% of LongView Wealth Management's portfolio in Q2 2026, its #89 holding.
LongView Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Fidelity High Dividend ETF position peaked at $1.45M in Q1 2026.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.