Plus Group Wealth Advisors’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
Q2
$747K Buy
12,383
+162
+1% +$9.63K 0.7% 21
2026
Q1
$675K Buy
12,221
+892
+8% +$51.3K 0.74% 20
2025
Q4
$642K Buy
+11,329
New +$637K 0.71% 20

Other funds holding FDVV

Plus Group Wealth Advisors's FDVV Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 1.3% in Q2 2026, buying an estimated $9.63K and bringing the position to 12,383 shares worth $747K. The position accounts for 0.7% of the portfolio, ranked #21.

Plus Group Wealth Advisors first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Plus Group Wealth Advisors held 12,383 shares of Fidelity High Dividend ETF worth $747K as of Q2 2026.
  • Plus Group Wealth Advisors bought 162 Fidelity High Dividend ETF shares in Q2 2026, an estimated $9.63K.
  • Fidelity High Dividend ETF made up 0.7% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Plus Group Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

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