Rooted Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
Bought
Maintained
Sold
Other funds holding FDVV
RPGK
Rooted Wealth Advisors's FDVV Position: Q2 2026 in Review
Rooted Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 4.8% in Q2 2026, buying an estimated $635K and bringing the position to 235,327 shares worth $14.2M. The position accounts for 3.47% of the portfolio, ranked #7.
Rooted Wealth Advisors first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.
- Rooted Wealth Advisors held 235,327 shares of Fidelity High Dividend ETF worth $14.2M as of Q2 2026.
- Rooted Wealth Advisors bought 10,677 Fidelity High Dividend ETF shares in Q2 2026, an estimated $635K.
- Fidelity High Dividend ETF made up 3.47% of Rooted Wealth Advisors's portfolio in Q2 2026, its #7 holding.
- Rooted Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.
Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.