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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$480K Buy
7,960
+1,275
+19% +$75.8K 0.01% 696
2026
Q1
$369K Buy
6,685
+38
+0.6% +$2.19K 0.01% 564
2025
Q4
$377K Buy
6,647
+34
+0.5% +$1.91K 0.01% 559
2025
Q3
$368K Sell
6,613
-967
-13% -$52.6K 0.01% 554
2025
Q2
$394K Buy
7,580
+1,042
+16% +$51.3K 0.01% 532
2025
Q1
$324K Buy
6,538
+39
+0.6% +$1.97K 0.01% 544
2024
Q4
$325K Sell
6,499
-1,296
-17% -$66.4K 0.01% 536
2024
Q3
$395K Buy
7,795
+28
+0.4% +$1.36K 0.01% 479
2024
Q2
$363K Buy
7,767
+501
+7% +$22.9K 0.01% 490
2024
Q1
$329K Buy
7,266
+455
+7% +$19.8K 0.01% 531
2023
Q4
$288K Buy
+6,811
New +$270K 0.01% 478

Other funds holding FDVV

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

Mission Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 19% in Q2 2026, buying an estimated $75.8K and bringing the position to 7,960 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #696.

Mission Wealth Management first reported a position in FDVV in Q4 2023 and has held it in 11 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Mission Wealth Management held 7,960 shares of Fidelity High Dividend ETF worth $480K as of Q2 2026.
  • Mission Wealth Management bought 1,275 Fidelity High Dividend ETF shares in Q2 2026, an estimated $75.8K.
  • Fidelity High Dividend ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Mission Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.