MFG
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Merit Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Merit Financial Group’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 		$8.08M Buy
133,960
+22,439
+20% +$1.33M 0.05% 306
2026
Q1 		$6.16M Buy
111,521
+53,432
+92% +$3.07M 0.05% 341
2025
Q4 		$3.29M Buy
58,089
+18,513
+47% +$1.04M 0.03% 472
2025
Q3 		$2.2M Buy
39,576
+22,727
+135% +$1.24M 0.02% 544
2025
Q2 		$876K Buy
16,849
+4,764
+39% +$234K 0.01% 857
2025
Q1 		$599K Buy
+12,085
New +$611K 0.01% 855

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Merit Financial Group's FDVV Position: Q2 2026 in Review

Merit Financial Group increased its Fidelity High Dividend ETF (FDVV) stake by 20% in Q2 2026, buying an estimated $1.33M and bringing the position to 133,960 shares worth $8.08M. The position accounts for 0.05% of the portfolio, ranked #306.

Merit Financial Group first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Merit Financial Group held 133,960 shares of Fidelity High Dividend ETF worth $8.08M as of Q2 2026.
  • Merit Financial Group bought 22,439 Fidelity High Dividend ETF shares in Q2 2026, an estimated $1.33M.
  • Fidelity High Dividend ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #306 holding.
  • Merit Financial Group first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.