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 Q3	$858K	Buy	+14,127	New	+$885K	0.03%	156
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	$3.18K	Buy	+57	New	+$3.1K	﹤0.01%	1869

Other funds holding FDVV

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Root Financial Partners's FDVV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity High Dividend ETF (FDVV) in Q3 2026: 14,127 shares worth $858K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FDVV as recently as Q1 2026.

Root Financial Partners first reported a position in FDVV in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Root Financial Partners held 14,127 shares of Fidelity High Dividend ETF worth $858K as of Q3 2026.
Fidelity High Dividend ETF was a new Root Financial Partners position in Q3 2026.
Fidelity High Dividend ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #156 holding.
Root Financial Partners first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
213 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.