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 Q2	$1.33M	Buy	22,024 +18,361	+501%	+$1.09M	0.17%	65
2026 Q1	$202K	Buy	+3,663	New	+$211K	0.03%	212

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 22.9% 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

Madison Wealth Partners's FDVV Position: Q2 2026 in Review

Madison Wealth Partners increased its Fidelity High Dividend ETF (FDVV) stake by 501% in Q2 2026, buying an estimated $1.09M and bringing the position to 22,024 shares worth $1.33M. The position accounts for 0.17% of the portfolio, ranked #65.

Madison Wealth Partners first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Madison Wealth Partners held 22,024 shares of Fidelity High Dividend ETF worth $1.33M as of Q2 2026.
Madison Wealth Partners bought 18,361 Fidelity High Dividend ETF shares in Q2 2026, an estimated $1.09M.
Fidelity High Dividend ETF made up 0.17% of Madison Wealth Partners's portfolio in Q2 2026, its #65 holding.
Madison Wealth Partners first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.