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Powers Advisory Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Powers Advisory Group’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
Q3 		$9.9M Buy
163,379
+7,219
+5% +$452K 3.01% 11
2026
Q2 		$9.41M Buy
156,160
+15,430
+11% +$918K 2.95% 11
2026
Q1 		$7.77M Buy
140,730
+24,856
+21% +$1.43M 2.74% 11
2025
Q4 		$6.57M Buy
115,874
+18,873
+19% +$1.06M 2.47% 12
2025
Q3 		$5.4M Buy
97,001
+42,213
+77% +$2.3M 2.15% 12
2025
Q2 		$2.85M Buy
54,788
+31,517
+135% +$1.55M 1.25% 16
2025
Q1 		$1.15M Buy
23,271
+6,464
+38% +$327K 0.55% 32
2024
Q4 		$839K Buy
16,807
+1,030
+7% +$52.8K 0.42% 39
2024
Q3 		$799K Buy
15,777
+3,332
+27% +$162K 0.4% 41
2024
Q2 		$582K Buy
12,445
+2,537
+26% +$116K 0.32% 50
2024
Q1 		$449K Buy
+9,908
New +$431K 0.26% 60

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Powers Advisory Group's FDVV Position: Q3 2026 in Review

Powers Advisory Group increased its Fidelity High Dividend ETF (FDVV) stake by 4.6% in Q3 2026, buying an estimated $452K and bringing the position to 163,379 shares worth $9.9M. The position accounts for 3.01% of the portfolio, ranked #11.

Powers Advisory Group first reported a position in FDVV in Q1 2024 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Powers Advisory Group held 163,379 shares of Fidelity High Dividend ETF worth $9.9M as of Q3 2026.
  • Powers Advisory Group bought 7,219 Fidelity High Dividend ETF shares in Q3 2026, an estimated $452K.
  • Fidelity High Dividend ETF made up 3.01% of Powers Advisory Group's portfolio in Q3 2026, its #11 holding.
  • Powers Advisory Group first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 11 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.