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 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 $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Root Financial Partners's FDVV Position: Q1 2026 in Review

Root Financial Partners held its Fidelity High Dividend ETF (FDVV) position steady in Q1 2026 at 57 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Root Financial Partners first reported a position in FDVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.23K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Root Financial Partners held 57 shares of Fidelity High Dividend ETF worth $3.15K as of Q1 2026.
Root Financial Partners left its Fidelity High Dividend ETF share count unchanged in Q1 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2130 holding.
Root Financial Partners first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Fidelity High Dividend ETF position peaked at $3.23K in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.