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Optima Capital’s Fidelity High Dividend ETF FDVV Stock Holding History

Optima Capital’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 		– Sell
-583
Closed -$33K – 546
2025
Q4 		$33K Buy
+583
New +$32.8K 0.01% 359

Other funds holding FDVV

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
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

Optima Capital's FDVV Position: Q1 2026 in Review

Optima Capital sold out of Fidelity High Dividend ETF (FDVV) in Q1 2026, closing a stake of 583 shares — an estimated $33K sold.

Optima Capital first reported a position in FDVV in Q4 2025 and held it in 1 quarter. The position peaked at $33K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Optima Capital reported no remaining Fidelity High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 583 Fidelity High Dividend ETF shares in Q1 2026, an estimated $33K.
  • Optima Capital first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Fidelity High Dividend ETF position peaked at $33K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.