Sagespring Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Sagespring Wealth 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	$90.2M	Buy	1,485,352 +84,586	+6%	+$5.3M	1.34%	19
2026 Q2	$84.5M	Buy	1,400,766 +113,123	+9%	+$6.73M	1.3%	19
2026 Q1	$71.1M	Buy	1,287,643 +630,530	+96%	+$36.3M	1.3%	19
2025 Q4	$37.3M	Buy	657,113 +44,657	+7%	+$2.51M	0.68%	29
2025 Q3	$34.1M	Buy	612,456 +26,831	+5%	+$1.46M	0.67%	29
2025 Q2	$30.5M	Buy	585,625 +48,306	+9%	+$2.38M	0.66%	28
2025 Q1	$26.7M	Buy	+537,319	New	+$27.2M	0.67%	32

Other funds holding FDVV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return

Sagespring Wealth Partners's FDVV Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Fidelity High Dividend ETF (FDVV) stake by 6% in Q3 2026, buying an estimated $5.3M and bringing the position to 1,485,352 shares worth $90.2M. The position accounts for 1.34% of the portfolio, ranked #19.

Sagespring Wealth Partners first reported a position in FDVV in Q1 2025 and has held it in 7 quarters since. 312 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Sagespring Wealth Partners held 1,485,352 shares of Fidelity High Dividend ETF worth $90.2M as of Q3 2026.
Sagespring Wealth Partners bought 84,586 Fidelity High Dividend ETF shares in Q3 2026, an estimated $5.3M.
Fidelity High Dividend ETF made up 1.34% of Sagespring Wealth Partners's portfolio in Q3 2026, its #19 holding.
Sagespring Wealth Partners first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
312 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.