Oasis Advisors
FDVV icon

Oasis Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Oasis 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
Q3 		– Sell
-14,629
Closed -$882K – 86
2026
Q2 		$882K Sell
14,629
-32,753
-69% -$1.95M 0.57% 31
2026
Q1 		$2.63M Sell
47,382
-42,446
-47% -$2.44M 0.52% 44
2025
Q4 		$5.09M Buy
+89,828
New +$5.05M 2.7% 11

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Oasis Advisors's FDVV Position: Q3 2026 in Review

Oasis Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q3 2026, closing a stake of 14,629 shares — an estimated $882K sold.

Oasis Advisors first reported a position in FDVV in Q4 2025 and held it in 3 quarters. The position peaked at $5.09M in Q4 2025. 213 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Oasis Advisors reported no remaining Fidelity High Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Oasis Advisors sold 14,629 Fidelity High Dividend ETF shares in Q3 2026, an estimated $882K.
  • Oasis Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 3 quarters.
  • Oasis Advisors's Fidelity High Dividend ETF position peaked at $5.09M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.