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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
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 $377B AUM 19.32% 1-Year Est. Return
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

&Partners's FDVV Position: Q1 2026 in Review

&Partners increased its Fidelity High Dividend ETF (FDVV) stake by 15% in Q1 2026, buying an estimated $1.3M and bringing the position to 169,870 shares worth $9.31M. The position accounts for 0.05% of the portfolio, ranked #345.

&Partners first reported a position in FDVV in Q4 2024 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • &Partners held 169,870 shares of Fidelity High Dividend ETF worth $9.31M as of Q1 2026.
  • &Partners bought 22,664 Fidelity High Dividend ETF shares in Q1 2026, an estimated $1.3M.
  • Fidelity High Dividend ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #345 holding.
  • &Partners first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.