PD
FDVV icon

Planning Directions’s Fidelity High Dividend ETF FDVV Stock Holding History

Planning Directions’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 		$353K Buy
5,857
+713
+14% +$42.4K 0.16% 75
2026
Q1 		$284K Buy
5,144
+41
+0.8% +$2.36K 0.14% 81
2025
Q4 		$289K Buy
5,103
+1,401
+38% +$78.7K 0.15% 71
2025
Q3 		$206K Buy
+3,702
New +$201K 0.11% 90

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planning Directions's FDVV Position: Q2 2026 in Review

Planning Directions increased its Fidelity High Dividend ETF (FDVV) stake by 14% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,857 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #75.

Planning Directions first reported a position in FDVV in Q3 2025 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Planning Directions held 5,857 shares of Fidelity High Dividend ETF worth $353K as of Q2 2026.
  • Planning Directions bought 713 Fidelity High Dividend ETF shares in Q2 2026, an estimated $42.4K.
  • Fidelity High Dividend ETF made up 0.16% of Planning Directions's portfolio in Q2 2026, its #75 holding.
  • Planning Directions first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.