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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
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

McGlone Suttner Wealth Management's FDVV Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 0.36% in Q2 2026, buying an estimated $23.9K and bringing the position to 111,746 shares worth $6.74M. The position accounts for 0.79% of the portfolio, ranked #18.

McGlone Suttner Wealth Management first reported a position in FDVV in Q4 2022 and has held it in 15 quarters since. 208 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • McGlone Suttner Wealth Management held 111,746 shares of Fidelity High Dividend ETF worth $6.74M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 402 Fidelity High Dividend ETF shares in Q2 2026, an estimated $23.9K.
  • Fidelity High Dividend ETF made up 0.79% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #18 holding.
  • McGlone Suttner Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.