Next Level Wealth Planning’s Fidelity High Dividend ETF FDVV Stock Holding History

Next Level Wealth Planning’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 Q1	$235K	Buy	4,258 +9	+0.2%	+$518	0.12%	64
2025 Q4	$241K	Sell	4,249 -33	-0.8%	-$1.85K	0.13%	56
2025 Q3	$239K	Buy	+4,282	New	+$233K	0.13%	54

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Next Level Wealth Planning's FDVV Position: Q1 2026 in Review

Next Level Wealth Planning increased its Fidelity High Dividend ETF (FDVV) stake by 0.21% in Q1 2026, buying an estimated $518 and bringing the position to 4,258 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #64.

Next Level Wealth Planning first reported a position in FDVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Next Level Wealth Planning held 4,258 shares of Fidelity High Dividend ETF worth $235K as of Q1 2026.
Next Level Wealth Planning bought 9 Fidelity High Dividend ETF shares in Q1 2026, an estimated $518.
Fidelity High Dividend ETF made up 0.12% of Next Level Wealth Planning's portfolio in Q1 2026, its #64 holding.
Next Level Wealth Planning first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
Next Level Wealth Planning's Fidelity High Dividend ETF position peaked at $241K in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.