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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
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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Planning Directions's FDVV Position: Q1 2026 in Review

Planning Directions increased its Fidelity High Dividend ETF (FDVV) stake by 0.8% in Q1 2026, buying an estimated $2.36K and bringing the position to 5,144 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #81.

Planning Directions first reported a position in FDVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $289K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Planning Directions held 5,144 shares of Fidelity High Dividend ETF worth $284K as of Q1 2026.
  • Planning Directions bought 41 Fidelity High Dividend ETF shares in Q1 2026, an estimated $2.36K.
  • Fidelity High Dividend ETF made up 0.14% of Planning Directions's portfolio in Q1 2026, its #81 holding.
  • Planning Directions first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • Planning Directions's Fidelity High Dividend ETF position peaked at $289K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.