Root Financial Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-57	Closed	-$3.15K	–	1347
2026 Q1	$3.15K	Hold	57	–	–	﹤0.01%	2130
2025 Q4	$3.23K	Hold	57	–	–	﹤0.01%	1884
2025 Q3	$3.17K	Buy	+57	New	+$3.1K	﹤0.01%	1869

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Root Financial Partners's FDVV Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity High Dividend ETF (FDVV) in Q2 2026, closing a stake of 57 shares — an estimated $3.15K sold.

Root Financial Partners first reported a position in FDVV in Q3 2025 and held it in 3 quarters. The position peaked at $3.23K in Q4 2025. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Root Financial Partners reported no remaining Fidelity High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 57 Fidelity High Dividend ETF shares in Q2 2026, an estimated $3.15K.
Root Financial Partners first reported a position in Fidelity High Dividend ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Fidelity High Dividend ETF position peaked at $3.23K in Q4 2025.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.