Marmo Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Marmo Financial Group’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	$5.84M	Sell	105,667 -3,885	-4%	-$223K	2.89%	9
2025 Q4	$6.21M	Sell	109,552 -2,774	-2%	-$156K	2.94%	9
2025 Q3	$6.26M	Sell	112,326 -4,820	-4%	-$262K	3.03%	9
2025 Q2	$6.09M	Buy	117,146 +3,831	+3%	+$188K	3.04%	10
2025 Q1	$5.62M	Buy	113,315 +10,089	+10%	+$510K	3.08%	10
2024 Q4	$5.15M	Buy	103,226 +538	+0.5%	+$27.6K	2.78%	9
2024 Q3	$5.2M	Buy	102,688 +16,712	+19%	+$815K	2.77%	9
2024 Q2	$4.02M	Sell	85,976 -4,824	-5%	-$221K	2.43%	11
2024 Q1	$4.11M	Buy	90,800 +4,642	+5%	+$202K	2.5%	10
2023 Q4	$3.64M	Sell	86,158 -1,842	-2%	-$73.1K	2.77%	10
2023 Q3	$3.4M	Sell	88,000 -278	-0.3%	-$11.2K	3.22%	9
2023 Q2	$3.51M	Buy	88,278 +6,200	+8%	+$239K	3.17%	9
2023 Q1	$3.13M	Sell	82,078 -62,110	-43%	-$2.39M	2.97%	9
2022 Q4	$5.38M	Buy	+144,188	New	+$5.29M	5.2%	8

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Marmo Financial Group's FDVV Position: Q1 2026 in Review

Marmo Financial Group reduced its Fidelity High Dividend ETF (FDVV) stake by 3.5% in Q1 2026, selling an estimated $223K and leaving 105,667 shares worth $5.84M. The position accounts for 2.89% of the portfolio, ranked #9.

Marmo Financial Group first reported a position in FDVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.26M in Q3 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Marmo Financial Group held 105,667 shares of Fidelity High Dividend ETF worth $5.84M as of Q1 2026.
Marmo Financial Group sold 3,885 Fidelity High Dividend ETF shares in Q1 2026, an estimated $223K.
Fidelity High Dividend ETF made up 2.89% of Marmo Financial Group's portfolio in Q1 2026, its #9 holding.
Marmo Financial Group first reported a position in Fidelity High Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Marmo Financial Group's Fidelity High Dividend ETF position peaked at $6.26M in Q3 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.