Savvy Advisors Inc’s Fidelity High Dividend ETF FDVV Stock Holding History

Savvy Advisors Inc’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	$2.92M	Buy	52,922 +2,440	+5%	+$140K	0.08%	193
2025 Q4	$2.86M	Buy	50,482 +18,037	+56%	+$1.01M	0.09%	169
2025 Q3	$1.81M	Buy	32,445 +14,948	+85%	+$813K	0.08%	173
2025 Q2	$910K	Sell	17,497 -921	-5%	-$45.3K	0.06%	232
2025 Q1	$914K	Buy	18,418 +997	+6%	+$50.4K	0.09%	183
2024 Q4	$870K	Buy	17,421 +4,426	+34%	+$227K	0.1%	163
2024 Q3	$658K	Buy	12,995 +3,508	+37%	+$171K	0.13%	156
2024 Q2	$444K	Buy	9,487 +399	+4%	+$18.2K	0.14%	160
2024 Q1	$412K	Buy	+9,088	New	+$395K	0.24%	118

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

Savvy Advisors Inc's FDVV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Fidelity High Dividend ETF (FDVV) stake by 4.8% in Q1 2026, buying an estimated $140K and bringing the position to 52,922 shares worth $2.92M. The position accounts for 0.08% of the portfolio, ranked #193.

Savvy Advisors Inc first reported a position in FDVV in Q1 2024 and has held it in 9 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Savvy Advisors Inc held 52,922 shares of Fidelity High Dividend ETF worth $2.92M as of Q1 2026.
Savvy Advisors Inc bought 2,440 Fidelity High Dividend ETF shares in Q1 2026, an estimated $140K.
Fidelity High Dividend ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #193 holding.
Savvy Advisors Inc first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.