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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 514 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.
514 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.