Morton Brown Family Wealth’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
$14.2K Hold
236
﹤0.01% 183
2026
Q1
$13K Hold
236
﹤0.01% 179
2025
Q4
$13.4K Hold
236
﹤0.01% 174
2025
Q3
$13.1K Hold
236
﹤0.01% 167
2025
Q2
$12.3K Hold
236
﹤0.01% 176
2025
Q1
$11.7K Buy
+236
New +$11.9K ﹤0.01% 183
2024
Q1
Sell
-236
Closed -$9.98K 250
2023
Q4
$9.98K Buy
+236
New +$9.37K ﹤0.01% 181

Other funds holding FDVV

Morton Brown Family Wealth's FDVV Position: Q2 2026 in Review

Morton Brown Family Wealth held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 236 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Morton Brown Family Wealth first reported a position in FDVV in Q4 2023 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Morton Brown Family Wealth held 236 shares of Fidelity High Dividend ETF worth $14.2K as of Q2 2026.
  • Morton Brown Family Wealth left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
  • Fidelity High Dividend ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #183 holding.
  • Morton Brown Family Wealth first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 7 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.