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

SHP 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
Q1 		$11.2M Buy
203,082
+10,221
+5% +$588K 0.85% 16
2025
Q4 		$10.9M Buy
+192,861
New +$10.8M 0.85% 18

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
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

SHP Wealth Management's FDVV Position: Q1 2026 in Review

SHP Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 5.3% in Q1 2026, buying an estimated $588K and bringing the position to 203,082 shares worth $11.2M. The position accounts for 0.85% of the portfolio, ranked #16.

SHP Wealth Management first reported a position in FDVV in Q4 2025 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • SHP Wealth Management held 203,082 shares of Fidelity High Dividend ETF worth $11.2M as of Q1 2026.
  • SHP Wealth Management bought 10,221 Fidelity High Dividend ETF shares in Q1 2026, an estimated $588K.
  • Fidelity High Dividend ETF made up 0.85% of SHP Wealth Management's portfolio in Q1 2026, its #16 holding.
  • SHP Wealth Management first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.