Medallion Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Medallion Wealth 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 Q1	$3.33M	Buy	60,219 +11,114	+23%	+$639K	1.09%	18
2025 Q4	$2.78M	Buy	49,105 +10,494	+27%	+$590K	0.94%	22
2025 Q3	$2.15M	Buy	38,611 +17,375	+82%	+$945K	0.76%	28
2025 Q2	$1.11M	Buy	+21,236	New	+$1.04M	0.43%	54

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Medallion Wealth Advisors's FDVV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 23% in Q1 2026, buying an estimated $639K and bringing the position to 60,219 shares worth $3.33M. The position accounts for 1.09% of the portfolio, ranked #18.

Medallion Wealth Advisors first reported a position in FDVV in Q2 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Medallion Wealth Advisors held 60,219 shares of Fidelity High Dividend ETF worth $3.33M as of Q1 2026.
Medallion Wealth Advisors bought 11,114 Fidelity High Dividend ETF shares in Q1 2026, an estimated $639K.
Fidelity High Dividend ETF made up 1.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Medallion Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.