New England Private Wealth Advisors’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
$407K Buy
6,519
+42
+0.6% +$2.5K 0.04% 153
2026
Q1
$358K Buy
6,477
+39
+0.6% +$2.24K 0.04% 150
2025
Q4
$365K Buy
6,438
+33
+0.5% +$1.85K 0.05% 138
2025
Q3
$357K Buy
6,405
+33
+0.5% +$1.79K 0.05% 139
2025
Q2
$343K Buy
6,372
+42
+0.7% +$2.07K 0.05% 126
2025
Q1
$314K Buy
6,330
+39
+0.6% +$1.97K 0.05% 120
2024
Q4
$314K Buy
6,291
+369
+6% +$18.9K 0.05% 119
2024
Q3
$300K Buy
5,922
+27
+0.5% +$1.32K 0.05% 120
2024
Q2
$276K Buy
5,895
+31
+0.5% +$1.42K 0.05% 119
2024
Q1
$265K Buy
5,864
+269
+5% +$11.7K 0.05% 122
2023
Q4
$237K Buy
+5,595
New +$222K 0.04% 122

Other funds holding FDVV

New England Private Wealth Advisors's FDVV Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.65% in Q2 2026, buying an estimated $2.5K and bringing the position to 6,519 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #153.

New England Private Wealth Advisors first reported a position in FDVV in Q4 2023 and has held it in 11 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • New England Private Wealth Advisors held 6,519 shares of Fidelity High Dividend ETF worth $407K as of Q2 2026.
  • New England Private Wealth Advisors bought 42 Fidelity High Dividend ETF shares in Q2 2026, an estimated $2.5K.
  • Fidelity High Dividend ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • New England Private Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.