PCG Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11M Buy
182,800
+902
+0.5% +$53.6K 2.46% 5
2026
Q1
$10M Buy
181,898
+172,523
+1,840% +$9.92M 2.54% 6
2025
Q4
$531K Buy
+9,375
New +$527K 0.15% 99

Other funds holding FDVV

PCG Wealth Advisors's FDVV Position: Q2 2026 in Review

PCG Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 0.5% in Q2 2026, buying an estimated $53.6K and bringing the position to 182,800 shares worth $11M. The position accounts for 2.46% of the portfolio, ranked #5.

PCG Wealth Advisors first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • PCG Wealth Advisors held 182,800 shares of Fidelity High Dividend ETF worth $11M as of Q2 2026.
  • PCG Wealth Advisors bought 902 Fidelity High Dividend ETF shares in Q2 2026, an estimated $53.6K.
  • Fidelity High Dividend ETF made up 2.46% of PCG Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • PCG Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.