Onyx Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Onyx Financial 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	$1.27M	Buy	21,061 +2,633	+14%	+$157K	0.46%	11
2026 Q1	$1.02M	Buy	18,428 +2,577	+16%	+$148K	0.42%	12
2025 Q4	$899K	Sell	15,851 -731	-4%	-$41.1K	0.38%	13
2025 Q3	$924K	Hold	16,582	–	–	0.41%	14
2025 Q2	$863K	Buy	16,582 +58	+0.4%	+$2.85K	0.41%	14
2025 Q1	$820K	Buy	16,524 +28	+0.2%	+$1.42K	0.43%	11
2024 Q4	$824K	Hold	16,496	–	–	0.45%	11
2024 Q3	$836K	Buy	+16,496	New	+$804K	0.46%	10

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

Onyx Financial Advisors's FDVV Position: Q2 2026 in Review

Onyx Financial Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 14% in Q2 2026, buying an estimated $157K and bringing the position to 21,061 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #11.

Onyx Financial Advisors first reported a position in FDVV in Q3 2024 and has held it in 8 quarters since. 515 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Onyx Financial Advisors held 21,061 shares of Fidelity High Dividend ETF worth $1.27M as of Q2 2026.
Onyx Financial Advisors bought 2,633 Fidelity High Dividend ETF shares in Q2 2026, an estimated $157K.
Fidelity High Dividend ETF made up 0.46% of Onyx Financial Advisors's portfolio in Q2 2026, its #11 holding.
Onyx Financial Advisors first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
515 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.