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

Mosley Wealth Management’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 		$2.45M Buy
40,682
+38,369
+1,659% +$2.28M 0.78% 28
2026
Q1 		$129K Buy
+2,313
New +$133K 0.06% 164

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

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

Mosley Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 1,659% in Q2 2026, buying an estimated $2.28M and bringing the position to 40,682 shares worth $2.45M. The position accounts for 0.78% of the portfolio, ranked #28.

Mosley Wealth Management first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Mosley Wealth Management held 40,682 shares of Fidelity High Dividend ETF worth $2.45M as of Q2 2026.
  • Mosley Wealth Management bought 38,369 Fidelity High Dividend ETF shares in Q2 2026, an estimated $2.28M.
  • Fidelity High Dividend ETF made up 0.78% of Mosley Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Mosley Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.