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

Meridian 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	$243K	Sell	4,030 -118	-3%	-$7.02K	0.01%	735
2026 Q1	$229K	Sell	4,148 -16	-0.4%	-$920	0.01%	722
2025 Q4	$236K	Buy	4,164 +179	+4%	+$10.1K	0.01%	681
2025 Q3	$222K	Buy	3,985 +26	+0.7%	+$1.41K	0.01%	653
2025 Q2	$206K	Buy	+3,959	New	+$195K	0.01%	639

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Meridian Wealth Management's FDVV Position: Q2 2026 in Review

Meridian Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 2.8% in Q2 2026, selling an estimated $7.02K and leaving 4,030 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #735.

Meridian Wealth Management first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Meridian Wealth Management held 4,030 shares of Fidelity High Dividend ETF worth $243K as of Q2 2026.
Meridian Wealth Management sold 118 Fidelity High Dividend ETF shares in Q2 2026, an estimated $7.02K.
Fidelity High Dividend ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #735 holding.
Meridian Wealth Management first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
331 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.