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

Physician Wealth Advisors’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	$4.56K	Hold	76	–	–	﹤0.01%	1141
2026 Q1	$4.18K	Hold	76	–	–	﹤0.01%	1069
2025 Q4	$4.29K	Hold	76	–	–	﹤0.01%	1018
2025 Q3	$4.21K	Hold	76	–	–	﹤0.01%	973
2025 Q2	$3.94K	Sell	76 -76	-50%	-$3.74K	﹤0.01%	858
2025 Q1	$7.52K	Hold	152	–	–	﹤0.01%	659
2024 Q4	$7.57K	Buy	+152	New	+$7.79K	﹤0.01%	674

Other funds holding FDVV

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

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

Physician Wealth Advisors held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 76 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Physician Wealth Advisors first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.57K in Q4 2024. 132 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Physician Wealth Advisors held 76 shares of Fidelity High Dividend ETF worth $4.56K as of Q2 2026.
Physician Wealth Advisors left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1141 holding.
Physician Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Fidelity High Dividend ETF position peaked at $7.57K in Q4 2024.
132 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.