Shared Vision Wealth Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Shared Vision Wealth Group’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	$318K	Buy	5,752 +52	+0.9%	+$2.99K	0.13%	80
2025 Q4	$328K	Hold	5,700	–	–	0.13%	77
2025 Q3	$318K	Hold	5,700	–	–	0.13%	73
2025 Q2	$305K	Hold	5,700	–	–	0.15%	62
2025 Q1	$283K	Hold	5,700	–	–	0.15%	63
2024 Q4	$285K	Hold	5,700	–	–	0.15%	61
2024 Q3	$289K	Hold	5,700	–	–	0.15%	60
2024 Q2	$267K	Hold	5,700	–	–	0.16%	62
2024 Q1	$258K	Hold	5,700	–	–	0.16%	62
2023 Q4	$241K	Buy	+5,700	New	+$226K	0.16%	67

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

Shared Vision Wealth Group's FDVV Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Fidelity High Dividend ETF (FDVV) stake by 0.91% in Q1 2026, buying an estimated $2.99K and bringing the position to 5,752 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #80.

Shared Vision Wealth Group first reported a position in FDVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $328K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Shared Vision Wealth Group held 5,752 shares of Fidelity High Dividend ETF worth $318K as of Q1 2026.
Shared Vision Wealth Group bought 52 Fidelity High Dividend ETF shares in Q1 2026, an estimated $2.99K.
Fidelity High Dividend ETF made up 0.13% of Shared Vision Wealth Group's portfolio in Q1 2026, its #80 holding.
Shared Vision Wealth Group first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Fidelity High Dividend ETF position peaked at $328K in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.