Precedent Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Precedent Wealth Partners’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	$2.67M	Buy	44,275 +2,517	+6%	+$150K	0.44%	67
2026 Q1	$2.31M	Buy	41,758 +12,076	+41%	+$695K	0.46%	68
2025 Q4	$1.68M	Buy	29,682 +4,183	+16%	+$235K	0.35%	85
2025 Q3	$1.42M	Sell	25,499 -395	-2%	-$21.5K	0.31%	91
2025 Q2	$1.35M	Sell	25,894 -326	-1%	-$16K	0.33%	86
2025 Q1	$1.3M	Buy	26,220 +15,557	+146%	+$787K	0.36%	82
2024 Q4	$533K	Buy	10,663 +901	+9%	+$46.2K	0.17%	116
2024 Q3	$494K	Buy	9,762 +4,597	+89%	+$224K	0.16%	110
2024 Q2	$242K	Buy	+5,165	New	+$236K	0.1%	129

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

Precedent Wealth Partners's FDVV Position: Q2 2026 in Review

Precedent Wealth Partners increased its Fidelity High Dividend ETF (FDVV) stake by 6% in Q2 2026, buying an estimated $150K and bringing the position to 44,275 shares worth $2.67M. The position accounts for 0.44% of the portfolio, ranked #67.

Precedent Wealth Partners first reported a position in FDVV in Q2 2024 and has held it in 9 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Precedent Wealth Partners held 44,275 shares of Fidelity High Dividend ETF worth $2.67M as of Q2 2026.
Precedent Wealth Partners bought 2,517 Fidelity High Dividend ETF shares in Q2 2026, an estimated $150K.
Fidelity High Dividend ETF made up 0.44% of Precedent Wealth Partners's portfolio in Q2 2026, its #67 holding.
Precedent Wealth Partners first reported a position in Fidelity High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.