Sequoia Financial Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Sequoia Financial 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	$818K	Sell	13,573 -299	-2%	-$17.8K	﹤0.01%	1043
2026 Q1	$766K	Sell	13,872 -3,143	-18%	-$181K	﹤0.01%	1017
2025 Q4	$965K	Buy	17,015 +2,908	+21%	+$163K	0.01%	907
2025 Q3	$786K	Buy	14,107 +563	+4%	+$30.6K	﹤0.01%	906
2025 Q2	$705K	Sell	13,544 -2,202	-14%	-$108K	﹤0.01%	842
2025 Q1	$781K	Buy	15,746 +857	+6%	+$43.4K	0.01%	706
2024 Q4	$744K	Buy	14,889 +186	+1%	+$9.53K	0.01%	675
2024 Q3	$745K	Sell	14,703 -2,191	-13%	-$107K	0.01%	629
2024 Q2	$790K	Sell	16,894 -19	-0.1%	-$869	0.01%	548
2024 Q1	$766K	Buy	16,913 +27	+0.2%	+$1.17K	0.01%	553
2023 Q4	$714K	Buy	16,886 +2,676	+19%	+$106K	0.01%	634
2023 Q3	$548K	Sell	14,210 -764	-5%	-$30.8K	0.01%	492
2023 Q2	$595K	Buy	14,974 +3,867	+35%	+$149K	0.01%	470
2023 Q1	$423K	Buy	11,107 +233	+2%	+$8.95K	0.01%	516
2022 Q4	$406K	Sell	10,874 -8,243	-43%	-$302K	0.01%	491
2022 Q3	$631K	Sell	19,117 -472	-2%	-$17.5K	0.02%	259
2022 Q2	$704K	Buy	19,589 +2,405	+14%	+$94.1K	0.02%	270
2022 Q1	$715K	Buy	+17,184	New	+$693K	0.02%	293

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequoia Financial Advisors's FDVV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 2.2% in Q2 2026, selling an estimated $17.8K and leaving 13,573 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Sequoia Financial Advisors first reported a position in FDVV in Q1 2022 and has held it in 18 quarters since. The position peaked at $965K in Q4 2025. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Sequoia Financial Advisors held 13,573 shares of Fidelity High Dividend ETF worth $818K as of Q2 2026.
Sequoia Financial Advisors sold 299 Fidelity High Dividend ETF shares in Q2 2026, an estimated $17.8K.
Fidelity High Dividend ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1043 holding.
Sequoia Financial Advisors first reported a position in Fidelity High Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Sequoia Financial Advisors's Fidelity High Dividend ETF position peaked at $965K in Q4 2025.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.