New Insight Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

New Insight Wealth Advisors’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	$8.89M	Buy	147,453 +3,833	+3%	+$228K	2.62%	9
2026 Q1	$7.93M	Buy	143,620 +7,445	+5%	+$428K	2.84%	9
2025 Q4	$7.72M	Buy	136,175 +33,313	+32%	+$1.87M	2.76%	10
2025 Q3	$5.73M	Buy	102,862 +82,264	+399%	+$4.47M	2.16%	13
2025 Q2	$1.07M	Buy	+20,598	New	+$1.01M	0.44%	40

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

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

New Insight Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 2.7% in Q2 2026, buying an estimated $228K and bringing the position to 147,453 shares worth $8.89M. The position accounts for 2.62% of the portfolio, ranked #9.

New Insight Wealth Advisors first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

New Insight Wealth Advisors held 147,453 shares of Fidelity High Dividend ETF worth $8.89M as of Q2 2026.
New Insight Wealth Advisors bought 3,833 Fidelity High Dividend ETF shares in Q2 2026, an estimated $228K.
Fidelity High Dividend ETF made up 2.62% of New Insight Wealth Advisors's portfolio in Q2 2026, its #9 holding.
New Insight Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.