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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 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. 163 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.
163 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.