McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

McGlone Suttner Wealth Management’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
Q3 		$6.77M Sell
111,477
-269
-0.2% -$16.9K 0.79% 20
2026
Q2 		$6.74M Buy
111,746
+402
+0.4% +$23.9K 0.79% 18
2026
Q1 		$6.15M Sell
111,344
-1,001
-0.9% -$57.6K 0.81% 17
2025
Q4 		$6.37M Sell
112,345
-4,548
-4% -$256K 0.86% 18
2025
Q3 		$6.51M Buy
116,893
+2,505
+2% +$136K 0.91% 17
2025
Q2 		$5.95M Buy
114,388
+2,020
+2% +$99.4K 0.9% 16
2025
Q1 		$5.57M Buy
112,368
+2,579
+2% +$130K 0.91% 16
2024
Q4 		$5.48M Buy
109,789
+21,978
+25% +$1.13M 0.92% 16
2024
Q3 		$4.45M Sell
87,811
-21,590
-20% -$1.05M 0.92% 18
2024
Q2 		$4.63M Buy
109,401
+1,077
+1% +$49.3K 0.95% 16
2024
Q1 		$4.91M Sell
108,324
-1,077
-1% -$46.8K 0.92% 17
2023
Q4 		$4.63M Buy
109,401
+9,418
+9% +$374K 0.91% 16
2023
Q3 		$3.86M Buy
99,983
+1,180
+1% +$47.5K 0.89% 16
2023
Q2 		$3.93M Buy
98,803
+13,073
+15% +$504K 0.9% 17
2023
Q1 		$3.26M Buy
85,730
+508
+0.6% +$19.5K 0.84% 18
2022
Q4 		$3.18M Buy
+85,222
New +$3.13M 1.01% 17

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

McGlone Suttner Wealth Management's FDVV Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 0.24% in Q3 2026, selling an estimated $16.9K and leaving 111,477 shares worth $6.77M. The position accounts for 0.79% of the portfolio, ranked #20.

McGlone Suttner Wealth Management first reported a position in FDVV in Q4 2022 and has held it in 16 quarters since. 251 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • McGlone Suttner Wealth Management held 111,477 shares of Fidelity High Dividend ETF worth $6.77M as of Q3 2026.
  • McGlone Suttner Wealth Management sold 269 Fidelity High Dividend ETF shares in Q3 2026, an estimated $16.9K.
  • Fidelity High Dividend ETF made up 0.79% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #20 holding.
  • McGlone Suttner Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • 251 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.