RCS Financial Planning
FDVV icon

RCS Financial Planning’s Fidelity High Dividend ETF FDVV Stock Holding History

RCS Financial Planning’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 		– Sell
-8,180
Closed -$493K – 99
2026
Q2 		$493K Sell
8,180
-2,130
-21% -$127K 0.23% 69
2026
Q1 		$570K Buy
+10,310
New +$593K 0.3% 60

Other funds holding FDVV

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

RCS Financial Planning's FDVV Position: Q3 2026 in Review

RCS Financial Planning sold out of Fidelity High Dividend ETF (FDVV) in Q3 2026, closing a stake of 8,180 shares — an estimated $493K sold.

RCS Financial Planning first reported a position in FDVV in Q1 2026 and held it in 2 quarters. The position peaked at $570K in Q1 2026. 180 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • RCS Financial Planning reported no remaining Fidelity High Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • RCS Financial Planning sold 8,180 Fidelity High Dividend ETF shares in Q3 2026, an estimated $493K.
  • RCS Financial Planning first reported a position in Fidelity High Dividend ETF in Q1 2026 and held it in 2 quarters.
  • RCS Financial Planning's Fidelity High Dividend ETF position peaked at $570K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.