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Richards, Merrill & Peterson’s Fidelity High Dividend ETF FDVV Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-3,100
Closed -$154K – 297
2025
Q1 		$154K Buy
3,100
+375
+14% +$19K 0.08% 161
2024
Q4 		$136K Buy
+2,725
New +$140K 0.07% 165

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Richards, Merrill & Peterson's FDVV Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Fidelity High Dividend ETF (FDVV) in Q2 2025, closing a stake of 3,100 shares — an estimated $154K sold.

Richards, Merrill & Peterson first reported a position in FDVV in Q4 2024 and held it in 2 quarters. The position peaked at $154K in Q1 2025. 367 funds tracked by Wall St. Rank hold FDVV as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Fidelity High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 3,100 Fidelity High Dividend ETF shares in Q2 2025, an estimated $154K.
  • Richards, Merrill & Peterson first reported a position in Fidelity High Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Fidelity High Dividend ETF position peaked at $154K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.