Rehmann Capital Advisory Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Rehmann Capital Advisory Group’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	$397K	Buy	7,192 +1,500	+26%	+$86.3K	0.02%	457
2025 Q4	$323K	Hold	5,692	–	–	0.02%	508
2025 Q3	$317K	Hold	5,692	–	–	0.02%	487
2025 Q2	$296K	Hold	5,692	–	–	0.02%	479
2025 Q1	$282K	Hold	5,692	–	–	0.02%	493
2024 Q4	$284K	Sell	5,692 -985	-15%	-$50.5K	0.02%	482
2024 Q3	$338K	Sell	6,677 -198	-3%	-$9.65K	0.02%	432
2024 Q2	$322K	Buy	+6,875	New	+$314K	0.02%	429
2019 Q3	–	Sell	-185	Closed	-$5.5K	–	1807
2019 Q2	$5.5K	Hold	185	–	–	﹤0.01%	1534
2019 Q1	$5.54K	Buy	+185	New	+$5.42K	﹤0.01%	1505
2018 Q4	–	Sell	-185	Closed	-$5.67K	–	1918
2018 Q3	$5.67K	Hold	185	–	–	﹤0.01%	1529
2018 Q2	$5.42K	Hold	185	–	–	﹤0.01%	1525
2018 Q1	$5K	Buy	+185	New	+$5.38K	﹤0.01%	1512

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

Rehmann Capital Advisory Group's FDVV Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Fidelity High Dividend ETF (FDVV) stake by 26% in Q1 2026, buying an estimated $86.3K and bringing the position to 7,192 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #457.

Rehmann Capital Advisory Group first reported a position in FDVV in Q1 2018 and has held it in 13 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Rehmann Capital Advisory Group held 7,192 shares of Fidelity High Dividend ETF worth $397K as of Q1 2026.
Rehmann Capital Advisory Group bought 1,500 Fidelity High Dividend ETF shares in Q1 2026, an estimated $86.3K.
Fidelity High Dividend ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #457 holding.
Rehmann Capital Advisory Group first reported a position in Fidelity High Dividend ETF in Q1 2018 and has held it in 13 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.