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 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

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

Powers Advisory Group's FDVV Position: Q2 2026 in Review

Powers Advisory Group increased its Fidelity High Dividend ETF (FDVV) stake by 11% in Q2 2026, buying an estimated $918K and bringing the position to 156,160 shares worth $9.41M. The position accounts for 2.95% of the portfolio, ranked #11.

Powers Advisory Group first reported a position in FDVV in Q1 2024 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Powers Advisory Group held 156,160 shares of Fidelity High Dividend ETF worth $9.41M as of Q2 2026.
Powers Advisory Group bought 15,430 Fidelity High Dividend ETF shares in Q2 2026, an estimated $918K.
Fidelity High Dividend ETF made up 2.95% of Powers Advisory Group's portfolio in Q2 2026, its #11 holding.
Powers Advisory Group first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.