P
FDVV icon

&Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

&Partners’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 		$9.95M Buy
173,197
+3,327
+2% +$198K 0.04% 382
2026
Q1 		$9.31M Buy
169,870
+22,664
+15% +$1.3M 0.05% 345
2025
Q4 		$8.74M Buy
147,206
+90,983
+162% +$5.11M 0.05% 339
2025
Q3 		$3.13M Buy
56,223
+41,387
+279% +$2.25M 0.02% 579
2025
Q2 		$772K Sell
14,836
-1,544
-9% -$75.9K 0.01% 1117
2025
Q1 		$805K Buy
16,380
+713
+5% +$36.1K 0.01% 910
2024
Q4 		$791K Buy
+15,667
New +$803K 0.01% 873

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

&Partners's FDVV Position: Q2 2026 in Review

&Partners increased its Fidelity High Dividend ETF (FDVV) stake by 2% in Q2 2026, buying an estimated $198K and bringing the position to 173,197 shares worth $9.95M. The position accounts for 0.04% of the portfolio, ranked #382.

&Partners first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • &Partners held 173,197 shares of Fidelity High Dividend ETF worth $9.95M as of Q2 2026.
  • &Partners bought 3,327 Fidelity High Dividend ETF shares in Q2 2026, an estimated $198K.
  • Fidelity High Dividend ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #382 holding.
  • &Partners first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.