Madison Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Madison Wealth Partners’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 Q1	$202K	Buy	+3,663	New	+$211K	0.03%	212

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Madison Wealth Partners's FDVV Position: Q1 2026 in Review

Madison Wealth Partners opened a new position in Fidelity High Dividend ETF (FDVV) in Q1 2026: 3,663 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings.

488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Madison Wealth Partners held 3,663 shares of Fidelity High Dividend ETF worth $202K as of Q1 2026.
Fidelity High Dividend ETF was a new Madison Wealth Partners position in Q1 2026.
Fidelity High Dividend ETF made up 0.03% of Madison Wealth Partners's portfolio in Q1 2026, its #212 holding.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.