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Proactive Wealth Strategies’s Fidelity High Dividend ETF FDVV Stock Holding History

Proactive Wealth Strategies’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 		$220K Hold
3,644
– – 0.04% 209
2026
Q1 		$201K Buy
+3,644
New +$210K 0.04% 204
2025
Q4 		– Sell
-3,673
Closed -$205K – 154
2025
Q3 		$205K Buy
+3,673
New +$200K 0.09% 138

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Proactive Wealth Strategies's FDVV Position: Q2 2026 in Review

Proactive Wealth Strategies held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 3,644 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #209.

Proactive Wealth Strategies first reported a position in FDVV in Q3 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Proactive Wealth Strategies held 3,644 shares of Fidelity High Dividend ETF worth $220K as of Q2 2026.
  • Proactive Wealth Strategies left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
  • Fidelity High Dividend ETF made up 0.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #209 holding.
  • Proactive Wealth Strategies first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.