MONECO Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

MONECO 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 Q2	$380K	Sell	6,300 -973	-13%	-$57.9K	0.02%	420
2026 Q1	$402K	Buy	7,273 +51	+0.7%	+$2.93K	0.03%	345
2025 Q4	$409K	Buy	7,222 +1	+0%	+$56	0.03%	338
2025 Q3	$402K	Hold	7,221	–	–	0.03%	340
2025 Q2	$376K	Sell	7,221 -933	-11%	-$45.9K	0.04%	343
2025 Q1	$404K	Sell	8,154 -382	-4%	-$19.3K	0.04%	315
2024 Q4	$426K	Buy	8,536 +2,366	+38%	+$121K	0.05%	304
2024 Q3	$313K	Buy	+6,170	New	+$301K	0.04%	334

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MONECO Advisors's FDVV Position: Q2 2026 in Review

MONECO Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 13% in Q2 2026, selling an estimated $57.9K and leaving 6,300 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #420.

MONECO Advisors first reported a position in FDVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $426K in Q4 2024. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

MONECO Advisors held 6,300 shares of Fidelity High Dividend ETF worth $380K as of Q2 2026.
MONECO Advisors sold 973 Fidelity High Dividend ETF shares in Q2 2026, an estimated $57.9K.
Fidelity High Dividend ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #420 holding.
MONECO Advisors first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
MONECO Advisors's Fidelity High Dividend ETF position peaked at $426K in Q4 2024.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.