Milestone Investment Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Milestone Investment 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	$18M	Buy	326,052 +6,260	+2%	+$360K	4.35%	4
2025 Q4	$18.1M	Sell	319,792 -3,733	-1%	-$210K	4.39%	5
2025 Q3	$18M	Buy	323,525 +4,440	+1%	+$241K	4.48%	5
2025 Q2	$16.6M	Buy	319,085 +9,163	+3%	+$451K	4.33%	5
2025 Q1	$15.4M	Buy	309,922 +17,497	+6%	+$885K	4.27%	5
2024 Q4	$14.6M	Buy	292,425 +37,423	+15%	+$1.92M	3.97%	6
2024 Q3	$12.9M	Buy	255,002 +29,244	+13%	+$1.43M	3.62%	7
2024 Q2	$10.6M	Buy	225,758 +162,101	+255%	+$7.41M	2.81%	10
2024 Q1	$2.88M	Buy	+63,657	New	+$2.77M	0.78%	34

Other funds holding FDVV

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Milestone Investment Advisors's FDVV Position: Q1 2026 in Review

Milestone Investment Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 2% in Q1 2026, buying an estimated $360K and bringing the position to 326,052 shares worth $18M. The position accounts for 4.35% of the portfolio, ranked #4.

Milestone Investment Advisors first reported a position in FDVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.1M in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Milestone Investment Advisors held 326,052 shares of Fidelity High Dividend ETF worth $18M as of Q1 2026.
Milestone Investment Advisors bought 6,260 Fidelity High Dividend ETF shares in Q1 2026, an estimated $360K.
Fidelity High Dividend ETF made up 4.35% of Milestone Investment Advisors's portfolio in Q1 2026, its #4 holding.
Milestone Investment Advisors first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Milestone Investment Advisors's Fidelity High Dividend ETF position peaked at $18.1M in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.