MKD Wealth Coaches’s Fidelity High Dividend ETF FDVV Stock Holding History

MKD Wealth Coaches’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 Q3	$233K	Sell	3,829 -790	-17%	-$49.5K	0.19%	29
2026 Q2	$278K	Buy	4,619 +39	+0.9%	+$2.32K	0.24%	24
2026 Q1	$253K	Buy	4,580 +37	+0.8%	+$2.13K	0.25%	24
2025 Q4	$258K	Buy	4,543 +31	+0.7%	+$1.74K	0.26%	23
2025 Q3	$251K	Buy	4,512 +31	+0.7%	+$1.69K	0.25%	23
2025 Q2	$233K	Buy	+4,481	New	+$220K	0.25%	23

Other funds holding FDVV

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

MKD Wealth Coaches's FDVV Position: Q3 2026 in Review

MKD Wealth Coaches reduced its Fidelity High Dividend ETF (FDVV) stake by 17% in Q3 2026, selling an estimated $49.5K and leaving 3,829 shares worth $233K. The position accounts for 0.19% of the portfolio, ranked #29.

MKD Wealth Coaches first reported a position in FDVV in Q2 2025 and has held it in 6 quarters since. The position peaked at $278K in Q2 2026. 129 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

MKD Wealth Coaches held 3,829 shares of Fidelity High Dividend ETF worth $233K as of Q3 2026.
MKD Wealth Coaches sold 790 Fidelity High Dividend ETF shares in Q3 2026, an estimated $49.5K.
Fidelity High Dividend ETF made up 0.19% of MKD Wealth Coaches's portfolio in Q3 2026, its #29 holding.
MKD Wealth Coaches first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
MKD Wealth Coaches's Fidelity High Dividend ETF position peaked at $278K in Q2 2026.
129 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.