SIA
FDVV icon

Soltis Investment Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Soltis Investment 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 		$2.69M Buy
44,691
+16,301
+57% +$969K 0.15% 140
2026
Q1 		$1.57M Buy
28,390
+4,829
+20% +$278K 0.1% 170
2025
Q4 		$1.34M Buy
23,561
+2,057
+10% +$116K 0.09% 182
2025
Q3 		$1.2M Sell
21,504
-3
-0% -$163 0.08% 186
2025
Q2 		$1.12M Buy
21,507
+359
+2% +$17.7K 0.09% 166
2025
Q1 		$1.05M Buy
21,148
+45
+0.2% +$2.28K 0.09% 166
2024
Q4 		$1.05M Buy
21,103
+51
+0.2% +$2.61K 0.1% 159
2024
Q3 		$1.07M Buy
21,052
+32
+0.2% +$1.56K 0.1% 152
2024
Q2 		$983K Buy
21,020
+35
+0.2% +$1.6K 0.1% 150
2024
Q1 		$951K Sell
20,985
-161
-0.8% -$7K 0.11% 150
2023
Q4 		$894K Buy
21,146
+5,726
+37% +$227K 0.1% 148
2023
Q3 		$595K Buy
15,420
+39
+0.3% +$1.57K 0.08% 163
2023
Q2 		$611K Buy
15,381
+46
+0.3% +$1.77K 0.07% 157
2023
Q1 		$584K Buy
15,335
+68
+0.4% +$2.61K 0.07% 158
2022
Q4 		$569K Buy
15,267
+25
+0.2% +$917 0.08% 159
2022
Q3 		$503K Buy
15,242
+52
+0.3% +$1.93K 0.08% 161
2022
Q2 		$546K Buy
15,190
+51
+0.3% +$2K 0.08% 157
2022
Q1 		$630K Buy
15,139
+40
+0.3% +$1.61K 0.09% 150
2021
Q4 		$608K Buy
15,099
+25
+0.2% +$978 0.09% 156
2021
Q3 		$558K Buy
15,074
+43
+0.3% +$1.64K 0.09% 154
2021
Q2 		$567K Buy
15,031
+34
+0.2% +$1.27K 0.09% 158
2021
Q1 		$533K Buy
14,997
+37
+0.2% +$1.26K 0.1% 150
2020
Q4 		$480K Sell
14,960
-405
-3% -$12.1K 0.09% 148
2020
Q3 		$426K Buy
15,365
+441
+3% +$12.4K 0.1% 134
2020
Q2 		$404K Buy
14,924
+1,625
+12% +$42.1K 0.1% 130
2020
Q1 		$305K Buy
13,299
+62
+0.5% +$1.84K 0.09% 117
2019
Q4 		$430K Buy
+13,237
New +$412K 0.08% 95

Other funds holding FDVV

Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Soltis Investment Advisors's FDVV Position: Q2 2026 in Review

Soltis Investment Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 57% in Q2 2026, buying an estimated $969K and bringing the position to 44,691 shares worth $2.69M. The position accounts for 0.15% of the portfolio, ranked #140.

Soltis Investment Advisors first reported a position in FDVV in Q4 2019 and has held it in 27 quarters since. 294 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Soltis Investment Advisors held 44,691 shares of Fidelity High Dividend ETF worth $2.69M as of Q2 2026.
  • Soltis Investment Advisors bought 16,301 Fidelity High Dividend ETF shares in Q2 2026, an estimated $969K.
  • Fidelity High Dividend ETF made up 0.15% of Soltis Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • Soltis Investment Advisors first reported a position in Fidelity High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • 294 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.