Sheets Smith Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Sheets Smith Wealth Management’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 Q3	$2.35M	Hold	38,729	–	–	0.25%	92
2026 Q2	$2.33M	Sell	38,729 -10,917	-22%	-$649K	0.23%	95
2026 Q1	$2.74M	Sell	49,646 -1,187	-2%	-$68.3K	0.31%	76
2025 Q4	$2.88M	Buy	50,833 +2,749	+6%	+$154K	0.32%	73
2025 Q3	$2.68M	Buy	48,084 +2,014	+4%	+$110K	0.3%	80
2025 Q2	$2.4M	Buy	46,070 +900	+2%	+$44.3K	0.28%	82
2025 Q1	$2.24M	Buy	+45,170	New	+$2.29M	0.28%	82

Other funds holding FDVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Sheets Smith Wealth Management's FDVV Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q3 2026 at 38,729 shares worth $2.35M. The position accounts for 0.25% of the portfolio, ranked #92.

Sheets Smith Wealth Management first reported a position in FDVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.88M in Q4 2025. 87 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Sheets Smith Wealth Management held 38,729 shares of Fidelity High Dividend ETF worth $2.35M as of Q3 2026.
Sheets Smith Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q3 2026.
Fidelity High Dividend ETF made up 0.25% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #92 holding.
Sheets Smith Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
Sheets Smith Wealth Management's Fidelity High Dividend ETF position peaked at $2.88M in Q4 2025.
87 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.