Sax Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Sax Wealth Advisors’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	$237K	Buy	+4,292	New	+$255K	0.01%	496

Other funds holding FDVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 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

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Sax Wealth Advisors's FDVV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 4,292 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings.

119 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Sax Wealth Advisors held 4,292 shares of Fidelity High Dividend ETF worth $237K as of Q2 2026.
Fidelity High Dividend ETF was a new Sax Wealth Advisors position in Q2 2026.
Fidelity High Dividend ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #496 holding.
119 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.