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PUREfi Wealth’s Fidelity High Dividend ETF FDVV Stock Holding History

PUREfi Wealth’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 		$528K Buy
8,698
+1,403
+19% +$87.9K 0.25% 94
2026
Q2 		$440K Buy
7,295
+3,008
+70% +$179K 0.24% 107
2026
Q1 		$237K Buy
+4,287
New +$247K 0.16% 164

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
PAG
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

PUREfi Wealth's FDVV Position: Q3 2026 in Review

PUREfi Wealth increased its Fidelity High Dividend ETF (FDVV) stake by 19% in Q3 2026, buying an estimated $87.9K and bringing the position to 8,698 shares worth $528K. The position accounts for 0.25% of the portfolio, ranked #94.

PUREfi Wealth first reported a position in FDVV in Q1 2026 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • PUREfi Wealth held 8,698 shares of Fidelity High Dividend ETF worth $528K as of Q3 2026.
  • PUREfi Wealth bought 1,403 Fidelity High Dividend ETF shares in Q3 2026, an estimated $87.9K.
  • Fidelity High Dividend ETF made up 0.25% of PUREfi Wealth's portfolio in Q3 2026, its #94 holding.
  • PUREfi Wealth first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.