Mayflower Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Mayflower Financial Advisors’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	$1.42M	Sell	23,470 -165	-0.7%	-$9.81K	0.12%	145
2026 Q1	$1.31M	Buy	23,635 +19,597	+485%	+$1.13M	0.16%	137
2025 Q4	$229K	Buy	4,038 +13	+0.3%	+$731	0.03%	381
2025 Q3	$224K	Buy	+4,025	New	+$219K	0.03%	379
2025 Q2	–	Sell	-4,047	Closed	-$201K	–	396
2025 Q1	$201K	Buy	+4,047	New	+$205K	0.03%	382

Other funds holding FDVV

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

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

KAS

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

CCA

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mayflower Financial Advisors's FDVV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 0.7% in Q2 2026, selling an estimated $9.81K and leaving 23,470 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #145.

Mayflower Financial Advisors first reported a position in FDVV in Q1 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Mayflower Financial Advisors held 23,470 shares of Fidelity High Dividend ETF worth $1.42M as of Q2 2026.
Mayflower Financial Advisors sold 165 Fidelity High Dividend ETF shares in Q2 2026, an estimated $9.81K.
Fidelity High Dividend ETF made up 0.12% of Mayflower Financial Advisors's portfolio in Q2 2026, its #145 holding.
Mayflower Financial Advisors first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.