Perfromance Wealth Partners’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
Q1
$10M Buy
181,662
+31,960
+21% +$1.84M 0.29% 26
2025
Q4
$8.49M Buy
149,702
+17,965
+14% +$1.01M 0.23% 26
2025
Q3
$7.34M Buy
131,737
+24,100
+22% +$1.31M 0.2% 26
2025
Q2
$5.6M Buy
+107,637
New +$5.29M 0.18% 27

Other funds holding FDVV

Perfromance Wealth Partners's FDVV Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Fidelity High Dividend ETF (FDVV) stake by 21% in Q1 2026, buying an estimated $1.84M and bringing the position to 181,662 shares worth $10M. The position accounts for 0.29% of the portfolio, ranked #26.

Perfromance Wealth Partners first reported a position in FDVV in Q2 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Perfromance Wealth Partners held 181,662 shares of Fidelity High Dividend ETF worth $10M as of Q1 2026.
  • Perfromance Wealth Partners bought 31,960 Fidelity High Dividend ETF shares in Q1 2026, an estimated $1.84M.
  • Fidelity High Dividend ETF made up 0.29% of Perfromance Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Perfromance Wealth Partners first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.