Nations Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Nations Financial Group’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	$378K	Hold	6,275	–	–	0.02%	599
2026 Q1	$347K	Buy	6,275 +360	+6%	+$20.7K	0.02%	624
2025 Q4	$335K	Buy	5,915 +100	+2%	+$5.62K	0.02%	607
2025 Q3	$324K	Buy	5,815 +150	+3%	+$8.16K	0.02%	583
2025 Q2	$295K	Sell	5,665 -437	-7%	-$21.5K	0.02%	565
2025 Q1	$303K	Buy	6,102 +230	+4%	+$11.6K	0.02%	533
2024 Q4	$293K	Buy	5,872 +502	+9%	+$25.7K	0.02%	553
2024 Q3	$272K	Buy	5,370 +260	+5%	+$12.7K	0.02%	583
2024 Q2	$239K	Buy	5,110 +300	+6%	+$13.7K	0.02%	578
2024 Q1	$218K	Buy	+4,810	New	+$209K	0.02%	585

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

Nations Financial Group's FDVV Position: Q2 2026 in Review

Nations Financial Group held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 6,275 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #599.

Nations Financial Group first reported a position in FDVV in Q1 2024 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Nations Financial Group held 6,275 shares of Fidelity High Dividend ETF worth $378K as of Q2 2026.
Nations Financial Group left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #599 holding.
Nations Financial Group first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.