Sapient Capital’s Fidelity High Dividend ETF FDVV Stock Holding History

Sapient Capital’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	$6.44M	Buy	106,893 +17,854	+20%	+$1.06M	0.08%	105
2026 Q1	$4.92M	Buy	89,039 +29,424	+49%	+$1.69M	0.07%	115
2025 Q4	$3.4M	Buy	59,615 +6,604	+12%	+$371K	0.05%	123
2025 Q3	$2.94M	Buy	53,011 +32,885	+163%	+$1.79M	0.05%	124
2025 Q2	$1.05M	Buy	+20,126	New	+$990K	0.02%	181

Other funds holding FDVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return