LVZ Inc’s Fidelity High Dividend ETF FDVV Stock Holding History

LVZ Inc’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	$1.28M	Buy	21,298 +1,751	+9%	+$104K	0.13%	61
2026 Q1	$1.08M	Buy	19,547 +598	+3%	+$34.4K	0.12%	54
2025 Q4	$1.07M	Buy	18,949 +1,389	+8%	+$78.1K	0.12%	56
2025 Q3	$978K	Sell	17,560 -1,266	-7%	-$68.8K	0.11%	58
2025 Q2	$979K	Buy	18,826 +1,793	+11%	+$88.2K	0.12%	54
2025 Q1	$845K	Buy	17,033 +133	+0.8%	+$6.73K	0.11%	56
2024 Q4	$844K	Buy	16,900 +45	+0.3%	+$2.31K	0.11%	51
2024 Q3	$854K	Sell	16,855 -3,586	-18%	-$175K	0.11%	53
2024 Q2	$956K	Sell	20,441 -1,597	-7%	-$73K	0.13%	45
2024 Q1	$999K	Sell	22,038 -6,977	-24%	-$303K	0.14%	49
2023 Q4	$1.23M	Sell	29,015 -12,586	-30%	-$500K	0.17%	43
2023 Q3	$1.61M	Sell	41,601 -38,933	-48%	-$1.57M	0.26%	28
2023 Q2	$3.2M	Sell	80,534 -2,233	-3%	-$86K	0.45%	19
2023 Q1	$3.15M	Buy	82,767 +14,705	+22%	+$565K	0.46%	17
2022 Q4	$2.54M	Buy	68,062 +11,287	+20%	+$414K	0.4%	23
2022 Q3	$1.88M	Buy	56,775 +6,885	+14%	+$256K	0.33%	21
2022 Q2	$1.79M	Sell	49,890 -83	-0.2%	-$3.25K	0.3%	24
2022 Q1	$2.08M	Sell	49,973 -1,510	-3%	-$60.9K	0.29%	30
2021 Q4	$2.08M	Sell	51,483 -4,355	-8%	-$170K	0.28%	30
2021 Q3	$2.07M	Buy	55,838 +270	+0.5%	+$10.3K	0.3%	29
2021 Q2	$2.09M	Sell	55,568 -324	-0.6%	-$12.1K	0.31%	31
2021 Q1	$1.99M	Buy	55,892 +2,120	+4%	+$72K	0.31%	30
2020 Q4	$1.73M	Buy	53,772 +10,850	+25%	+$325K	0.29%	31
2020 Q3	$1.19M	Buy	42,922 +2,040	+5%	+$57.3K	0.24%	29
2020 Q2	$1.11M	Sell	40,882 -723	-2%	-$18.7K	0.25%	30
2020 Q1	$953K	Sell	41,605 -189	-0.5%	-$5.63K	0.23%	27
2019 Q4	$1.36M	Buy	41,794 +2,162	+5%	+$67.2K	0.27%	33
2019 Q3	$1.2M	Buy	39,632 +14,881	+60%	+$445K	0.26%	35
2019 Q2	$735K	Buy	24,751 +4,838	+24%	+$144K	0.17%	44
2019 Q1	$597K	Sell	19,913 -2,164	-10%	-$63.5K	0.14%	43
2018 Q4	$797K	Buy	22,077 +980	+5%	+$28.7K	0.23%	34
2018 Q3	$850K	Buy	21,097 +12,747	+153%	+$388K	0.21%	32
2018 Q2	$245K	Buy	+8,350	New	+$243K	0.06%	62

Other funds holding FDVV

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LVZ Inc's FDVV Position: Q2 2026 in Review

LVZ Inc increased its Fidelity High Dividend ETF (FDVV) stake by 9% in Q2 2026, buying an estimated $104K and bringing the position to 21,298 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #61.

LVZ Inc first reported a position in FDVV in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.2M in Q2 2023. 208 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

LVZ Inc held 21,298 shares of Fidelity High Dividend ETF worth $1.28M as of Q2 2026.
LVZ Inc bought 1,751 Fidelity High Dividend ETF shares in Q2 2026, an estimated $104K.
Fidelity High Dividend ETF made up 0.13% of LVZ Inc's portfolio in Q2 2026, its #61 holding.
LVZ Inc first reported a position in Fidelity High Dividend ETF in Q2 2018 and has held it in 33 quarters since.
LVZ Inc's Fidelity High Dividend ETF position peaked at $3.2M in Q2 2023.
208 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.