Optivise Advisory Services’s Fidelity High Dividend ETF FDVV Stock Holding History

Optivise Advisory Services’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	$466K	Buy	7,732 +947	+14%	+$56.3K	0.24%	113
2026 Q1	$375K	Buy	+6,785	New	+$390K	0.23%	109
2025 Q1	–	Sell	-34,137	Closed	-$1.7M	–	203
2024 Q4	$1.7M	Buy	+34,137	New	+$1.75M	0.92%	26

Other funds holding FDVV

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 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

Optivise Advisory Services's FDVV Position: Q2 2026 in Review

Optivise Advisory Services increased its Fidelity High Dividend ETF (FDVV) stake by 14% in Q2 2026, buying an estimated $56.3K and bringing the position to 7,732 shares worth $466K. The position accounts for 0.24% of the portfolio, ranked #113.

Optivise Advisory Services first reported a position in FDVV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2024. 211 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Optivise Advisory Services held 7,732 shares of Fidelity High Dividend ETF worth $466K as of Q2 2026.
Optivise Advisory Services bought 947 Fidelity High Dividend ETF shares in Q2 2026, an estimated $56.3K.
Fidelity High Dividend ETF made up 0.24% of Optivise Advisory Services's portfolio in Q2 2026, its #113 holding.
Optivise Advisory Services first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 3 quarters since.
Optivise Advisory Services's Fidelity High Dividend ETF position peaked at $1.7M in Q4 2024.
211 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.