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Monetary Solutions’s Fidelity High Dividend ETF FDVV Stock Holding History

Monetary Solutions’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 		$772K Buy
12,804
+3,150
+33% +$187K 0.66% 28
2026
Q1 		$533K Buy
9,654
+9,189
+1,976% +$529K 0.52% 34
2025
Q4 		$26.4K Buy
+465
New +$26.1K 0.03% 145

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Monetary Solutions's FDVV Position: Q2 2026 in Review

Monetary Solutions increased its Fidelity High Dividend ETF (FDVV) stake by 33% in Q2 2026, buying an estimated $187K and bringing the position to 12,804 shares worth $772K. The position accounts for 0.66% of the portfolio, ranked #28.

Monetary Solutions first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Monetary Solutions held 12,804 shares of Fidelity High Dividend ETF worth $772K as of Q2 2026.
  • Monetary Solutions bought 3,150 Fidelity High Dividend ETF shares in Q2 2026, an estimated $187K.
  • Fidelity High Dividend ETF made up 0.66% of Monetary Solutions's portfolio in Q2 2026, its #28 holding.
  • Monetary Solutions first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.