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 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

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 22.96% 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

Sheets Smith Wealth Management's FDVV Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 22% in Q2 2026, selling an estimated $649K and leaving 38,729 shares worth $2.33M. The position accounts for 0.23% of the portfolio, ranked #95.

Sheets Smith Wealth Management first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.88M in Q4 2025. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Sheets Smith Wealth Management held 38,729 shares of Fidelity High Dividend ETF worth $2.33M as of Q2 2026.
Sheets Smith Wealth Management sold 10,917 Fidelity High Dividend ETF shares in Q2 2026, an estimated $649K.
Fidelity High Dividend ETF made up 0.23% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #95 holding.
Sheets Smith Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Sheets Smith Wealth Management's Fidelity High Dividend ETF position peaked at $2.88M in Q4 2025.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.