Primoris Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
Other funds holding FDVV
RPGK
Primoris Wealth Advisors's FDVV Position: Q2 2026 in Review
Primoris Wealth Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 4.5% in Q2 2026, selling an estimated $91.8K and leaving 32,503 shares worth $1.96M. The position accounts for 0.89% of the portfolio, ranked #35.
Primoris Wealth Advisors first reported a position in FDVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q3 2025. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.
- Primoris Wealth Advisors held 32,503 shares of Fidelity High Dividend ETF worth $1.96M as of Q2 2026.
- Primoris Wealth Advisors sold 1,544 Fidelity High Dividend ETF shares in Q2 2026, an estimated $91.8K.
- Fidelity High Dividend ETF made up 0.89% of Primoris Wealth Advisors's portfolio in Q2 2026, its #35 holding.
- Primoris Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
- Primoris Wealth Advisors's Fidelity High Dividend ETF position peaked at $2.01M in Q3 2025.
- 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.
Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.