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

Rhodes 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
Q3 		– Sell
-3,905
Closed -$235K – 129
2026
Q2 		$235K Sell
3,905
-300
-7% -$17.8K 0.17% 110
2026
Q1 		$232K Sell
4,205
-425
-9% -$24.4K 0.2% 100
2025
Q4 		$262K Buy
+4,630
New +$260K 0.21% 95

Other funds holding FDVV

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Rhodes Investment Advisors's FDVV Position: Q3 2026 in Review

Rhodes Investment Advisors sold out of Fidelity High Dividend ETF (FDVV) in Q3 2026, closing a stake of 3,905 shares — an estimated $235K sold.

Rhodes Investment Advisors first reported a position in FDVV in Q4 2025 and held it in 3 quarters. The position peaked at $262K in Q4 2025. 12 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Rhodes Investment Advisors reported no remaining Fidelity High Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Rhodes Investment Advisors sold 3,905 Fidelity High Dividend ETF shares in Q3 2026, an estimated $235K.
  • Rhodes Investment Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 3 quarters.
  • Rhodes Investment Advisors's Fidelity High Dividend ETF position peaked at $262K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.