Regal Investment Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Regal Investment Advisors’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 Q1	$946K	Buy	17,121 +1,463	+9%	+$84.1K	0.05%	298
2025 Q4	$888K	Sell	15,658 -1,534	-9%	-$86.2K	0.05%	301
2025 Q3	$958K	Buy	17,192 +872	+5%	+$47.4K	0.06%	269
2025 Q2	$849K	Buy	16,320 +6,016	+58%	+$296K	0.06%	259
2025 Q1	$511K	Buy	10,304 +4,041	+65%	+$204K	0.04%	324
2024 Q4	$313K	Hold	6,263	–	–	0.02%	399
2024 Q3	$317K	Buy	+6,263	New	+$305K	0.02%	442

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Regal Investment Advisors's FDVV Position: Q1 2026 in Review

Regal Investment Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 9.3% in Q1 2026, buying an estimated $84.1K and bringing the position to 17,121 shares worth $946K. The position accounts for 0.05% of the portfolio, ranked #298.

Regal Investment Advisors first reported a position in FDVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $958K in Q3 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Regal Investment Advisors held 17,121 shares of Fidelity High Dividend ETF worth $946K as of Q1 2026.
Regal Investment Advisors bought 1,463 Fidelity High Dividend ETF shares in Q1 2026, an estimated $84.1K.
Fidelity High Dividend ETF made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #298 holding.
Regal Investment Advisors first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
Regal Investment Advisors's Fidelity High Dividend ETF position peaked at $958K in Q3 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.